User Provisioning Options

ADDING USERS BY ACTIVE DIRECTORY

1. Navigate to User Management > Import & Sync > Active Directory Sync. 
2. From the Default New User Role dropdown, select the desired profile:
   1. End Users receive a welcome letter once added to the system. The welcome letter will include details about the quarantine email as well as login information to access the user interface.
   2. Silent Users do not receive a welcome letter when loaded into the system. Their profile can be changed (i.e. to an end user) at a later stage.
3. In the Active Directory URL field, specify the URL or IP Address to access the organization’s Active Directory. 

   Port 389 (LDAP) will need to be accessible to Proofpoint Essentials IPs in order for this method to be used.

4. Enter an Active Directory Username and Password  that can be used to import email-enabled objects such as users, Security Groups and Distribution Lists.
5. Enter the Base DN.
   1. This is the LDAP query that Proofpoint Essentials will execute to capture all mail-enabled object information.
   2. If you do not know what your base DN is please consult your network administrator.
6. Under What To Sync, choose what items you would like to sync.
7. Under How To Sync, choose additional sync options (e.g. updated synchronized accounts, etc.).
8. Under When To Sync, choose if you would like to enable a daily sync between Proofpoint Essentials and the organization’s Active Directory.
9. Click Save.

The Active Directory connection information will be validated and, if successful, a result set will be displayed for review. If the data is accurate, click Proceed to import the users. The Active Directory sync will overwrite previously created accounts along with their permissions. Therefore, you will need to update the organization admin account. Refer to the Manually Adding Users section in order to update user settings.

 

ADDING USERS BY SMTP DISCOVERY

1. Navigate to User Management > SMTP Discovery.
2. From the Default New User Role dropdown, select the desired profile.
   1. End Users receive a welcome letter once loaded into the system. The welcome letter will include details about the quarantine email as well as login information to access the user interface.
   2. Silent Users do not receive a welcome letter when loaded into the system. Their profiled can be changed (i.e. to an end user) at a later stage.
3. Update SMTP Discovery settings based on preferences.

Inbound Detection Threshold	The number of times Proofpoint Essentials should see this email address before including it in the SMTP Discovery weekly digest.
How many times would you like to be notified about an address before it expires?	The number of times the address should appear in the SMTP Discovery weekly digest before expiring.
Expired Addresses Default to New User	When enabled will automatically make an address a licensed user once inbound detection and expiration settings have been met.
Auto-add Detected Alias Addresses	Will automatically add an address as an alias when identified.
Auto-add New Users Detected via Outbound	If the organization is filtering outbound email through Proofpoint Essentials, than this setting will automatically create licensed users for non-registered accounts.
Report on New Users	Will deliver a report to the organization administrator identifying new users that have been automatically created.
Report on New Aliases	Will deliver a report to the organization administrator identifying new aliases that have been automatically added.
Include Admin Contact	Will include an admin contact in the report.

1. Click Save.

 

TO LOAD A CSV FILE

1. Navigate to Administration > User Management > CSV Import.
2. From the CSV Type dropdown, choose the appropriate option:
   1. Standard CSV: A basic file format that includes first name, last name, primary email addresses and aliases.
   2. Postini User CSV: A Postini user export file that contains user details first name, last name, primary STMP address) as well as user allow and block lists.
   3. Postini Alias CSV: A Postini alias export file that contains the alias address, domain, user_id and user_address. This file can be imported after you have loaded a Postini User CSV.

You can view an example of the file format you selected to import by clicking on the CSV File Format Instructions.

1. From the Default New User Role dropdown, select the desired profile.
   1. End User: Receive the quarantined digest and can login to the Proofpoint Essentials user interface.
   2. Silent User: Receive the quarantine digest and are not granted access to login to the Proofpoint Essentials user interface.
2. Click Choose File and locate file you wish to import.
3. Click Upload.

   Once you upload the file, the system will report the number of successful or failed entries imported. If there are
   errors reported, review the message and repair the file as instructed. Successful addresses will be imported and
   visible under the Administration > User Management > Users.