Getting organization structure information to an M-Files from AD and MIM #

Customer is a big manufacturing company and they are maintaining organizational structure: roles, positions and superiors in Active Directory. For managing identities through organization, customer is using Microsoft Identity Manager (MIM). With Microsoft Identity Manager they are exporting organizational structure to MS SQL database. In all workflows they are using roles and positions which are propagated automatically by Extended property builder.

User roles

USERNAME	LAST_NAME	FIRST_NAME	ORG_UNIT	USERID	FULLNAME	JOBTITLE	LOGIN	SUPERIOR
CRONALDO	Ronaldo	Cristiano	Forwards	6	Cristiano Ronaldo	CS	cronaldo	8
LMESSI	Messi	Lionel	Forwards	7	Lionel Messi	CS	lmessi	8
LMODRIC	Modric	Luka	Midfielders	8	Luka Modric	MF	lmodric	NULL

Table 1. Organizational structure from AD

Employees are synchronized from Active Directory using M-Files Active Directory Group synchronization. When new person is created, user is synchronized and created in M-Files using Compliance Kit – User Synchronization Module.

For every Person customer need their position and their superior (Picture 1). This has been done by using Property builder.

Configuration of Property builder #

Customer has a query that provides Job Title based on username. On Picture 2. we can see connection string to database.

Query is written in Placeholder Editor and Property Username has been used in query as a parameter (Picture 3). Username is taken from same object where property Job Title is, or you can use different levels, but object where username is the root object.

When Rule is enabled, Job Title property is automatic property and Job Title is populated.

Now, there is a store procedure which calculate property who is your superior from database, Picture 4.

To execute store procedure, we use EXEC command in SQL window. As returned value is FullName of Person, we have configured that result is Person. So, Person have now two auto calculated properties, Position and Superior (Picture 5).

Providing financial information about project from database #

Customer is big Pharmaceutical company and there are using M-Files as a Project Management system. For every Project they need their financial information on a project. Financial information is extracted from SAP to database. They are using Property builder to add additional project financial information on a project object from SQL database.