A sync reconciliation can be run to compare user records on PeopleXD and Access Evo, and flag the following discrepancies.
Users with an email address on PeopleXD, that do not have a corresponding Email Type Member record on Access Evo.
Users identified as a username account on PeopleXD, that do not have a corresponding Username Type Member record on Access Evo.
Users that have an Email Type Member record on Access Evo, which has not been linked to a PeopleXD record.
Users that have a Username Type Member record on PeopleXD, which has not been linked to a PeopleXD record.
📌Note: If a sync hasn't been run before, you may need additional access.
Run the sync reconciliation
To run a sync reconciliation, follow the steps below.
📌Note: The table will be cleared down before each new run of the sync reconciliation so that only current data is returned.
Navigate to the Evo Configuration widget on the Security dashboard.
Click Open Evo Parameters.
Click Reconcile Sync.
A popup displays when the sync reconciliation was last ran, click OK to run the job.
Review the results in Insight
Once the reconciliation is complete, you can review the details by creating a report in Insight. To do this, follow the steps below.
From the dashboard menu, select Insight.
Click Actions then click Create Report.
Enter the name of the report then click OK.
To add columns, click Add, then click Column.
From the Filter Columns by View drop-down menu, select Reconcile (Statistics)
Click the columns you would like to add to the report.
Click OK.
Columns available in the Insight report
The table below outlines the columns available in the Insight report.
Column name | Description |
Personnel No | Blank if an Access Evo record has not matched with a PeopleXD record. |
Workspace Id | Unique ID between the PeopleXD and Access Evo record. |
Date Updated | Date and time that the sync reconciliation was run. |
Email Account Not In Ws | When Y, the user has an email address in PeopleXD but the record has not synced to Access Evo. |
Username Account Not In Ws | When Y, the user is marked as a username account in PeopleXD but the record has not synced to Access Evo. |
Email Account Not In Xd | When Y, an Email Type account exists in Workspace Members but has not been linked via email address to a record in PeopleXD. |
Username Account Not In Xd | When Y, a Username Type account exists in Workspace Members but has not been linked via username/personnel number to a record in PeopleXD. |
Error | Displays the error if a person has not synced from PeopleXD to Access Evo – i.e. if 'Email Account Not In Ws' or 'Username Account Not In Ws' are Y. |
Common errors and solutions
The table below outlines common errors and solutions.
Error | Reason | Solution |
You cannot assign a Reports to relationship to someone who is already under the hierarchy of this person. | PeopleXD attempts to sync an employee whose manager is below them in the hierarchy. This does not stop the sync but the user us synced without a manager. | Correct the reporting line PeopleXD. |
[email protected] already exists as a guest. Please invite them instead. | The user has already been set up on Access Evo as a Guest Member. | From Workspace Members, click Add, and chose 'Using an Email Address'. Enter the required details. Once this is completed an invite will be sent to the employee. By accepting the invite they will be added to your Access Evo organisation. |
Cannot insert duplicate key row in object platform. User with unique index IX_User_EmailAddress_OrganisationId. The duplicate key value is ([email protected], a76a4258-ce08-4b5f-bf1a-230bc7da587a). The statement has been terminated | A member record with this email already exists on Access Evo. | Review the employee's email address and correct it. If the email address is correct on PeopleXD, then check for the email address on Access Evo, including deactivated members. If a deactivated record has the email address on Access Evo, then change the record to a username account on Access Evo to remove the email address from the deactivated record. Then, resync the employee from PeopleXD. |
[email protected] already exists within this organisation. | An email invite for Access Evo was attempted from PeopleXD for a user who has an email address that is already active on Access Evo. | As above for 'Cannot insert duplicate key row in object platform...' |
Invalid status change | Usually occurs when PeopleXD tries to de-active an added member that has left the organisation. An added member is someone that has not activated their Access Evo account. | Delete the added user in Workspace Members. Also, raise a support ticket to remove the Access Evo record from PeopleXD. |
Invalid email address | The format of the email address is incorrect - e.g. space in email. | Correct the email address in PeopleXD. |
You must enter an email address which ends in @domain.com | Whitelisting is enabled on Access Evo and the user has an email address for a domain that has not been whitelisted. | Correct the email address in PeopleXD or add the domain to the organisation's whitelist via Avatar > Organisation Settings > Email Domain Whitelist. |
Invalid user ID | PeopleXD is trying to sync a record but the workspace ID held on PeopleXD does not match a member record on Access Evo. | Raise a support case to remove the Access Evo record from PeopleXD and re-sync the record. |
Menu options required to enable sync reconciliation
To run a sync reconciliation, the following menu options must be enabled on the user’s menu profile.
System | Menu Option | ID |
Web Services | Create workspace parameters reconciliation | WS_SYSTEM_MENU.POST_WORKSPACE_PARAMETERS_RECONCILIATION |
Web Services | Create workspace parameters reconciliation Proxy (Entire Organization) | WS_SYSTEM_MENU.POST_WORKSPACE_PARAMETERS_RECONCILIATION_PROXY |
Web Services | Get workspace parameters reconciliation | WS_SYSTEM_MENU.GET_WORKSPACE_PARAMETERS_RECONCILIATION |
Web Services | Get workspace config | WS_SYSTEM_MENU.GET_WORKSPACE_CONFIG |
Web Services | Get workspace config parameters | WS_SYSTEM_MENU.GET_WORKSPACE_CONFIG_PARAMETERS |
Web Services | Update workspace config parameters | WS_SYSTEM_MENU.PATCH_WORKSPACE_CONFIG_PARAMETERS |
CoreSecurity | System - Workspace Configuration Widget | WORKSPACE_CF_MENU.WORKSPACECONFIG |
CoreSecurity | Workspace Configuration - Workspace Parameters | WORKSPACE_CF_MENU.PARAMETERS |