OrgChart (N)ow (A)ctive (D)irectory (A)gent Setup Guide

Intended Audience: Certain OrgChart Now customers want to use Active Directory as a data source or to synchronize user accounts with OrgChart Now. Active directory cannot be accessed from internet; therefore, an agent much be installed on server within the customer's network. The server must be a member of Active Directory setup in order for the agent to function.

Introduction: This document details how to set up the base server for OrgChart Now. This document is recommended for someone who already has some experience with Windows Server 2012

Before you begin:

  1. Request an email from your IT department. This address will be used for sending status emails (such as a daily activity report). The email address should be something like moc.ynapmocym|strahcgro#moc.ynapmocym|strahcgro.
  2. Make sure OfficeWork Software (or distributor) has supplied you with a link to NADA installer files and a software key. Contact moc.erawtfoskroweciffo|wontrahcgro#moc.erawtfoskroweciffo|wontrahcgro for more information.

Remote Login

  1. From your computer, Remote Login to your Server

Install Python

  1. Download Python
    1. Go to the web site: https://www.python.org/downloads/release/python-2713/
    2. Download version 2.7.13 of Python (Make sure to download ‘Windows X86-64 MSI Installer’ for 64 bit servers)
  2. Install Python
    1. After download is complete, run the file ‘xxx.msi’ (xxx is the installer version)
    2. Select ‘Install for all users’ [Next]
    3. Select ‘Destination Directory’ screen- Make sure ‘C:\Python27\’ is set for the directory – Click [Next]
    4. Customize screen – Click [Next]
    5. Click ‘Finish’
  3. Add Python entry to the PATH Environment Variable
    1. Open File Explorer
    2. Right Click on ‘This PC’
    3. Select ‘Properties’
    4. Click on ‘Advanced System Settings’ (on the left)
    5. Click on the ‘Advanced’ Tab
    6. Click on ‘Environment Variables…’
    7. Click on ‘Path’ (in the bottom list)
    8. Click Edit…
    9. In the ‘Variable value:’ text area. Add the following text: : ‘;C:\Python27;C:\Python27\Scripts’ [Do not replace existing text – add to the end of the existing text]
    10. Click OK, Click OK, Click OK

Install NADA

  1. Copy the NADA.zip file to your C: drive
  2. Right click on the zip file and select Extract All…
  3. Extract files to the folder C: (not C:\NADA)

Install Python Modules

  1. Install required Python modules using installers
    1. In Windows Explorer, navigate to the folder “C:\NADA"
    2. Install 'pywin32-220.win-amd64-py2.7' (using standard windows installer)
  2. Install additional required Python modules using cmd shell
    1. Launch Powershell
    2. Type ‘cd C:\NADA\’ and hit return
    3. Type 'pip install -r requirements.txt' and hit return
    4. If you get an error, contact moc.erawtfoskroweciffo|wontrahcgro#moc.erawtfoskroweciffo|wontrahcgro.

Installation is complete!

** Testing the extract **

  1. Launch Powershell
  2. Type ‘cd C:\NADA\’ and hit return
  3. Type 'python ad_connector.py -f test_ad.csv' and hit return
  4. Send the generated text file (test_ad.csv in the C:\NADA folder) to moc.erawtfoskroweciffo|wontrahcgro#moc.erawtfoskroweciffo|wontrahcgro for analysis