Applies To:
Pinnacle Series administrators looking to update an expired/expiring Client Secret for their Azure AD configuration.
Tactical Rundown:
1. Log in to your Azure environment, choose App Registrations, and navigate to the application you created to sync with Pinnacle Series.
2. With the application selected, click Certificates & secrets from the left-hand menu.
3. Delete the existing secret by clicking the trash can icon on the right side, then choose New client secret.
4. Give your secret a name, and set the expiration for 24 months (or sooner if desired), then hit Add at the bottom.
5. With the new secret added, and before navigating away from that screen, copy out the Value.
6. Log into the Pinnacle Series portal and launch the Administration Portal.
7. Select the Integrations tab on the left and click Configure next to Azure Active Directory
8. In the configuration window, paste the new secret Value from Azure into the Client Secret section, and hit Save.
9. Finally, you'll want to test to make sure that your AD Sync is still functioning correctly after the new secret is added. While in the Administration Portal, click the Users tab from the left menu.
10. In the top right of the Users page, click the green "Add User" button and select Sync with Active Directory to pull up the sync preview.
11. If your AD Sync is working correctly, you will see the Added, Modified, and Deleted labels/numbers showing in the top right of the sync preview.
If the Ignore label is present, that indicates a break in the connection, and your sync is not functioning.
This is typically caused by the Secret ID being copied from Azure rather than the Value. If this is the case and you've already navigated away from the Certificates & secrets page in Azure, a new client secret will need to be created to obtain the new Value (the old Value will be censored), which then needs to be updated in Pinnacle.
If a new Client Secret is created/used but the sync is still not functioning, please contact Support for assistance.