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Copy file name to clipboardExpand all lines: articles/active-directory/app-provisioning/plan-auto-user-provisioning.md
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ms.subservice: app-provisioning
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ms.topic: conceptual
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ms.workload: identity
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ms.date: 04/04/2022
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ms.date: 04/11/2023
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ms.author: kenwith
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ms.reviewer: arvinh
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---
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# Plan an automatic user provisioning deployment in Azure Active Directory
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Many organizations rely on software as a service (SaaS) applications such as ServiceNow, Zscaler, and Slack for end-user productivity. Historically IT staff have relied on manual provisioning methods such as uploading CSV files, or using custom scripts to securely manage user identities in each SaaS application. These processes are error prone, insecure, and hard to manage.
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Many organizations rely on software as a service (SaaS) applications such as ServiceNow, Zscaler, and Slack for end-user productivity. Historically IT staff has relied on manual provisioning methods such as uploading CSV files, or using custom scripts to securely manage user identities in each SaaS application. These processes are error prone, insecure, and hard to manage.
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Azure Active Directory (Azure AD) automatic user provisioning simplifies this process by securely automating the creation, maintenance, and removal of user identities in SaaS applications based on business rules. This automation allows you to effectively scale your identity management systems on both cloud-only and hybrid environments as you expand their dependency on cloud-based solutions.
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***Manage risk**. You can increase security by automating changes based on employee status or group memberships that define roles and/or access.
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***Address compliance and governance**. Azure AD supports native audit logs for every user provisioning request. Requests are executed in both the source and target systems. This enables you to track who has access to applications from a single screen.
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***Address compliance and governance**. Azure AD supports native audit logs for every user provisioning request. Requests are executed in both the source and target systems. Audit logs let you track who has access to applications from a single screen.
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***Reduce cost**. Automatic user provisioning reduces costs by avoiding inefficiencies and human error associated with manual provisioning. It reduces the need for custom-developed user provisioning solutions, scripts, and audit logs.
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#### Application licensing
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You'll need the appropriate licenses for the application(s) you want to automatically provision. Discuss with the application owners whether the users assigned to the application have the proper licenses for their application roles. If Azure AD manages automatic provisioning based on roles, the roles assigned in Azure AD must align to application licenses. Incorrect licenses owned in the application may lead to errors during the provisioning/updating of a user.
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You need the appropriate licenses for the application(s) you want to automatically provision. Discuss with the application owners whether the users assigned to the application have the proper licenses for their application roles. If Azure AD manages automatic provisioning based on roles, the roles assigned in Azure AD must align to application licenses. Incorrect licenses owned in the application may lead to errors during the provisioning/updating of a user.
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### Terms
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#### Automatic user provisioning for cloud HR applications
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In this example, the users and or groups are created in a cloud HR application like such as Workday and SuccessFactors. The Azure AD provisioning service and Azure AD Connect provisioning agent provisions the user data from the cloud HR app tenant into AD. Once the accounts are updated in AD, it is synced with Azure AD through Azure AD Connect, and the email addresses and username attributes can be written back to the cloud HR app tenant.
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In this example, the users and or groups are created in a cloud HR application like such as Workday and SuccessFactors. The Azure AD provisioning service and Azure AD Connect provisioning agent provisions the user data from the cloud HR app tenant into AD. Once the accounts are updated in AD, it's synced with Azure AD through Azure AD Connect, and the email addresses and username attributes can be written back to the cloud HR app tenant.
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### Plan a pilot
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We recommend that the initial configuration of automatic user provisioning be in a test environment with a small subset of users before scaling it to all users in production. See [best practices](../fundamentals/active-directory-deployment-plans.md#best-practices-for-a-pilot) for running a pilot.
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We recommend that the initial configuration of automatic user provisioning is in a test environment with a small subset of users before scaling it to all users in production. See [best practices](../fundamentals/active-directory-deployment-plans.md#best-practices-for-a-pilot) for running a pilot.
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#### Best practices for a pilot
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When the Azure AD provisioning service runs for the first time, the initial cycle against the source system and target systems creates a snapshot of all user objects for each target system.
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When enabling automatic provisioning for an application, the initial cycle can take anywhere from 20 minutes to several hours. The duration depends on the size of the Azure AD directory and the number of users in scope for provisioning.
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When you enable automatic provisioning for an application, the initial cycle takes anywhere from 20 minutes to several hours. The duration depends on the size of the Azure AD directory and the number of users in scope for provisioning.
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The provisioning service stores the state of both systems after the initial cycle, improving performance of subsequent incremental cycles.
You can use the Bicep template to create a new Hybrid Worker group, create a new Azure Windows VM and add it to an existing Hybrid Worker Group. Learn more about [Bicep](../azure-resource-manager/bicep/overview.md)
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You can use the Bicep template to create a new Hybrid Worker group, create a new Azure Windows VM and add it to an existing Hybrid Worker Group. Learn more about [Bicep](../azure-resource-manager/bicep/overview.md).
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Follow the steps mentioned below as an example:
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1. Create a Hybrid Worker Group.
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1. Create either an Azure VM or Arc-enabled server. Alternatively, you can also use an existing Azure VM or Arc-enabled server.
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1. Connect the Azure VM or Arc-enabled server to the above created Hybrid Worker Group.
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1. Generate a new GUID and pass it as the name of the Hybrid Worker.
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1. Enable System-assigned managed identity on the VM.
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1. Install Hybrid Worker Extension on the VM.
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1. To confirm if the extension has been successfully installed on the VM, in **Azure portal**, go to the VM > **Extensions** tab and check the status of the Hybrid Worker extension installed on the VM.
You can use an Azure Resource Manager (ARM) template to create a new Azure Windows VM and connect it to an existing Automation account and Hybrid Worker Group. To learn more about ARM templates, see [What are ARM templates?](../azure-resource-manager/templates/overview.md)
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Follow the steps mentioned below as an example:
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1. Create a Hybrid Worker Group.
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1. Create either an Azure VM or Arc-enabled server. Alternatively, you can also use an existing Azure VM or Arc-enabled server.
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1. Connect the Azure VM or Arc-enabled server to the above created Hybrid Worker Group.
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1. Generate a new GUID and pass it as the name of the Hybrid Worker.
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1. Enable System-assigned managed identity on the VM.
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1. Install Hybrid Worker Extension on the VM.
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1. To confirm if the extension has been successfully installed on the VM, in **Azure portal**, go to the VM > **Extensions** tab and check the status of the Hybrid Worker extension installed on the VM.
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**Review the template**
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```json
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#### [Azure CLI](#tab/cli)
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You can use Azure CLI to create a new Hybrid Worker group, create a new Azure VM, add it to an existing Hybrid Worker Group and install the Hybrid Worker extension. Learn more about [Azure CLI](https://learn.microsoft.com/cli/azure/what-is-azure-cli).
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Follow the steps mentioned below as an example:
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1. Create a Hybrid Worker Group.
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```azurecli-interactive
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az automation hrwg create --automation-account-name accountName --resource-group groupName --name hybridrunbookworkergroupName
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```
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1. Create an Azure VM or Arc-enabled server and add it to the above created Hybrid Worker Group. Use the below command to add an existing Azure VM or Arc-enabled Server to the Hybrid Worker Group. Generate a new GUID and pass it as `hybridRunbookWorkerGroupName`. To fetch `vmResourceId`, go to the **Properties** tab of the VM on Azure portal.
1. Follow the steps [here](../active-directory/managed-identities-azure-resources/qs-configure-portal-windows-vm.md#enable-system-assigned-managed-identity-on-an-existing-vm) to enable the System-assigned managed identity on the VM.
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1. Install Hybrid Worker Extension on the VM
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```azurecli-interactive
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az vm extension set --name HybridWorkerExtension --publisher Microsoft.Azure.Automation.HybridWorker --version 1.1 --vm-name <vmname> -g <resourceGroupName> \
1. To confirm if the extension has been successfully installed on the VM, in **Azure portal**, go to the VM > **Extensions** tab and check the status of the Hybrid Worker extension installed on the VM.
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**Manage Hybrid Worker Extension**
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- To create, delete, and manage extension-based Hybrid Runbook Worker groups, see [az automation hrwg | Microsoft Docs](/cli/azure/automation/hrwg)
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#### [PowerShell](#tab/ps)
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You can use PowerShell cmdlets to create a new Hybrid Worker group, create a new Azure VM, add it to an existing Hybrid Worker Group and install the Hybrid Worker extension.
1. Create an Azure VM or Arc-enabled server and add it to the above created Hybrid Worker Group. Use the below command to add an existing Azure VM or Arc-enabled Server to the Hybrid Worker Group. Generate a new GUID and pass it as `hybridRunbookWorkerGroupName`. To fetch `vmResourceId`, go to the **Properties** tab of the VM on Azure portal.
1. Follow the steps [here](../active-directory/managed-identities-azure-resources/qs-configure-portal-windows-vm.md#enable-system-assigned-managed-identity-on-an-existing-vm) to enable the System-assigned managed identity on the VM.
1. To confirm if the extension has been successfully installed on the VM, In **Azure portal**, go to the VM > **Extensions** tab and check the status of Hybrid Worker extension installed on the VM.
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**Manage Hybrid Worker Extension**
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You can use the following PowerShell cmdlets to manage Hybrid Runbook Worker and Hybrid Runbook Worker groups:
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