Scenario
You have made changes to your users' data within Microsoft 365 or Google Workspace, and now you want this to be updated within Exclaimer.
Resolution
For Microsoft 365: An automatic sync is done to user data twice a day.
For Google Workspace: An automatic sync is done every 12 hours.
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Log into the Exclaimer portal, and select Launch to open your subscription.
- From the menu pane, select Configuration, then select Manage User Data.
NOTE: Manage User Data is only available once you have successfully configured your Exclaimer - Signatures for Microsoft 365 or Exclaimer - Signatures for Google Workspace subscription. - Locate the Start Synchronization section.
The below screenshot displays Microsoft 365 subscription:
The Start Synchronization option within a Microsoft 365 subscription.
For more information on the different options available in synchronization, please see Manage User Data.
- Select START SYNC to start synchronizing the data from Azure AD/Google Workspace.
A confirmation message is displayed, along with the date and time when the sync is completed.
How to troubleshoot issues with data synchronization
A user or group is missing
If you find that a user or group is missing from the Senders or Recipients selection boxes, then we recommend:
Verify the settings for Synchronize only users in this group. This setting restricts the scope of the data synchronization to users and groups that are members of the group specified.
The Synchronize only users in this group option.
A synchronization has been in progress for a long time
Typically, the data synchronization may show as in progress during the global automated data synchronizations that occur at 00:00 and 12:00 UTC.Allow up to 90 minutes for the data synchronization to complete. If the data synchronization takes longer than 90 minutes, please reach out to Exclaimer Support for further assistance.
User data is missing after a synchronization
Verify that the visibility settings are correct for the field within the signature design.To check visibility settings:
- Open the required signature template within the Signature Designer.
- Select the field you wish to check the visibility properties.
- In the Properties pane, expand the Visibility section.
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Check that the visibility settings for the selected field do not prevent the field from displaying for the user.
Signature Designer, Visibility settings.
- Select SAVE CHANGES to save the changes made to the template.
Occasionally, delays between Microsoft 365 and Azure AD can prevent Exclaimer from synchronizing the most up-to-date user data.
In extreme cases, you may need to allow up to 2 hours after entering new user data in Microsoft 365 for the data to be synchronized to Azure AD.