3.3 Working with Groups

After you create users, you can create groups and assign users to the groups. You can create groups of users who share similar characteristics. For example, you can create groups based on department, job function, geographical area, or user’s computer type. Assigning publications to groups is often more efficient than assigning publications to individual users.

Select the Groups control to view a list of all groups in the details pane.

Figure 3-2 Intellisync Mobile Suite control: Groups

This section contains the following information for working with groups:

3.3.1 Creating a Group

  1. From the console tree, click Management, > Groups.

  2. Click Action > Create Group.

  3. Type a group name and a description.

  4. Click OK.

The Intellisync Mobile Suite control creates the group and places an entry in the details pane. For more information about creating groups, click Help.

NOTE:You cannot remove a user from the All Users group.

3.3.2 Importing and Synchronizing Groups

To save time and effort, you can import and synchronize groups rather than creating groups and adding each user individually. You can import and synchronize groups from the following sources:

  • Windows NT or Windows 2000 groups
  • Active Directory/LDAP groups

Windows NT or Windows 2000 Groups

If the groups you want to add are already registered Windows NT* or Windows␣2000 groups, you can import and synchronize these groups into the Intellisync Mobile Suite control. This eliminates the need to create and manage groups in two areas.

  1. From the console tree, click Management > Groups.

  2. Click Action > Import/Synchronize Groups > NT Domain Groups.

  3. Follow the prompts in the Import/Synchronize Groups Wizard.

Active Directory LDAP Groups

To import and synchronize groups from an Active Directory LDAP server into the Intellisync Mobile Suite control:

  1. From the console tree, click Management > Groups.

  2. Click Action > Import/Synchronize Groups > Active Directory/LDAP Groups.

  3. Follow the prompts in the Import/Synchronize Groups Wizard.

3.3.3 Adding or Removing Users From a Group

  1. From the console tree, click Management > Groups.

  2. In the details pane, select the name of the group.

  3. Click Action > Add User to Group.

  4. Click Add or Remove to add or remove user membership in this group.

NOTE:You cannot remove a user from the All Users group.

3.3.4 Assigning or Editing Group Profiles

You can assign profiles to groups, which is often more efficient than assigning profiles to individual users one at a time.

In the console tree, the Edit Profiles option is available if the group already has a profile. If the group does not have a profile, the Assign Profiles option appears. Groups with no assigned profile automatically receive a default profile.

To assign or edit profiles for a group:

  1. From the console tree, click Management > Groups.

  2. In the details pane, select the name of the group to which you want to assign or edit a profile.

  3. Click Action > Assign Profiles or Edit Profiles.

  4. Use the tabs and lists to select profiles for the group for each member’s device.

3.3.5 Deleting a group

To delete groups you no longer need:

  1. From the console tree, click Management > Groups.

  2. In the details pane, select the name of the group you want to delete.

  3. Click Action > Delete.

When you delete a group, the individual users who are members of the group remain active in the system.

NOTE:You cannot delete the New Users group or the All Users group.

3.3.6 Using the Properties Dialog Box to Manage Group Information

After creating a group, you can use the Properties dialog box to add or change information about the group. This gives you easy access to the same group information you can access using menu options. To make several changes for one group, you might find that using the Properties dialog box is faster than using the menus.

From the Properties dialog box, you can:

  • Modify information about a group
  • Assign or remove users from a group
  • Add or remove publication subscriptions for a group

To change properties for a group, complete the following steps.

  1. From the console tree, click Management > Groups.

  2. In the details pane, select the name of the group.

  3. Click Action > Properties.

  4. Change the values as necessary.

For more information about using the Properties dialog box, click Help.