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    Initialize a Hybrid Tenant

    For hybrid tenants, you can run initialization to classify users into categories like external users, service accounts, and deleted users, and designate security groups as functional roles.

    Before tenant initialization, make sure an AD naming profile is assigned to the tenant. For detailed instructions, refer to AD Naming Profile Management.

    Refer to the following steps to initialize a hybrid tenant:

    1. On the User management page, select a hybrid tenant, and click Run Initialization.

    2. On the Run Initialization page, the tenant name and customer’s organization name are displayed. Select a domain to load the user directory.

    3. In the directory tree, users and groups are organized by organizational unit (OU). Users without an assigned OU will appear under Users; security groups without an assigned OU will appear under Groups.

    4. To initialize users, complete the following steps:

      1. Expand the tree to locate the users that you want to initialize.

      2. Select users and click Select entry.

      3. Select an entry type. Actions available to the entry type will be displayed.

    External user – Select this entry type if you want to mark users as external users.

    Service account – Select this entry type if you want to mark users as service accounts.

    Deleted user – Select this entry type if you want to mark users as deleted users.

    System user – Select this entry type if you want to mark users as system users.

    4. Select relevant actions for the selected users. 5. Click **Save**. 6. Click **Apply** **changes** to apply the changes.

    5. To initialize security groups, complete the following steps:

    1. Expand the tree to locate the groups that you want to initialize. 2. Select groups and click **Select entry**. 3. Select an entry type. Actions available to the entry type will be displayed. - **Functional role** – Select this entry type if you want to mark security groups as functional roles. - **Application group** – Select this entry type if you want to mark security groups as application groups. - **System group** – Select this entry type if you want to mark security groups as system groups. 4. Select relevant actions for the selected groups. 5. Click **Save**. 6. Click **Apply** **changes** to apply the changes.