Scheduling Entra ID Sync with Pinnacle Series

Applies To:

Pinnacle Series Technical Administrators.

You have opted for Active Directory / Entra ID synchronization for user provisioning inside Pinnacle Series and would like to get guidance on how frequent tasks should be scheduled to automate.

To streamline user provisioning and administration your organization can opt to synchronize users with Active Directory to add users to Pinnacle Series.
To perform the synchronization you must be a Pinnacle series platform administrator, be logged in to your organization's network, and have access to the Pinnacle Series (browser) Administration Portal.
The frequency would depend on your organization and the number of users you anticipate to be added/removed upon each Active Directory sync / Entra ID sync.
We advise you to schedule your first Active Directory / Entra ID synchronization of Pinnacle Series outside of normal business hours, or when Pinnacle Series usage is at a minimum.
Subsequent synchronization can be scheduled more frequently since it is expected that fewer users will be added/removed during subsequent synchronization so the impact on Pinnacle Series performance will be very minimal.
The system used to execute the Active Directory synchronization / Entra ID sync will consume resources during this time as may the Active Directory system, but general user performance on Pinnacle Series will not be noticeable.

Consider the number of users as well as the frequency of change to user data or attributes when deciding on the frequency for tasks to be scheduled to automate AD / Entra ID synchronization with Pinnacle Series.
Most clients will schedule their Automatic Active Directory / Entra ID synchronization weekly or even daily.
You can schedule your tasks along with this frequency, or if your company has many offices and hiring is frequent, you can opt to shorten the frequency to every couple of hours.
Avoid scheduling the tasks such that the tasks overlap e.g. if your AD sync / Entra ID sync process takes 1.5 hrs to complete don't schedule tasks any less than this.
After the synchronization has completed, you can view the user list to see the pinnacle groups your
users were added into.