What is needed to set up Syncronym for online use?

Although very much worth the effort to keep your lists current, setting up Syncronym for your organization does require some internal resources.

Roles

For a cloud context, typical roles are:

  • Internal data warehouse team – to create the source file.
  • Networking team to permit SFTP.
  • Server admin/operator to manage the file movement and transfer

Key Tasks

  1. Identifying the source data per business requirements. This product would ideally be a pipe-delimited extract with the attributes that make sense. Each row should represent an active employee, and providing each employee’s direct manager by ID or email permits the creation of hierarchy lists. This falls under the warehouse team’s purview.
  2. Configuring an automated job to move said file to our SFTP site. This usually involves getting an outbound firewall rule configured. This is within the network team and/or server operator purview.

Optional components are file encryption, SFTP pull (instead of push), and writeback to provide Syncronym lists back for ingestion into Entra ID.