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Automatic and Manual Groups in eADM

This guide explains the distinction between automatic and manual groups within the eADM platform and outlines how to manage them, for example, during export to target systems.


Understanding Group Types

In eADM, groups are categorized into two main types: manual and automatic. The primary difference lies in how their membership is managed.

  • Manual Groups: These are groups that have been imported from a target system or created directly within eADM. Their membership is managed by a custom-defined rule.

  • Automatic Groups: These groups are generated dynamically based on the current organizational chart imported from the HR system. Their creation and membership are updated automatically during each synchronization.


Automatic Group Categories

eADM can generate several distinct sets of automatic groups based on the organizational structure. Each type is identified by a specific prefix.

  • Standard Groups: Contains all employees within a single department. These groups have no prefix.

  • Distribution Groups: An optional, separate set of groups, typically used to distinguish distribution lists from security groups.

    • Prefix: dist-

  • Manager Groups: Contains the managers of a specific department and any of its sub-departments.

    • Prefix: Ledelse_

  • Collective Groups: Contains all employees within a department as well as all employees in its sub-departments.

    • Prefix: nest-


Configuring Rule Sets for Group Exports

When preparing to export groups to a target system, you must configure an export template that uses a rule set to identify which groups the template should apply to.

You can easily differentiate between automatic and manual groups within a rule set by using the Manual attribute. By setting a condition where Manual is false, you can specifically target automatically generated groups.

Example: Rule Set for Exporting Specific Automatic Groups

The following example demonstrates a rule set designed to find all automatically created groups except for Manager Groups (Ledelse_) and Distribution Groups (dist-). You can create various rule sets to include or exclude different group types for different synchronization templates.

Rule Set Details:

  • Name: Automatic Departmental Groups

  • Object Type: Group

  • Description: Groups created automatically by eADM based on data received from the HRM system.

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