Tellius
Tellius 5.5
Tellius 5.5
  • 🚩Getting Started
    • 👋Say Hello to Tellius
      • Glossary
      • Tellius 101
      • Navigating around Tellius
    • ⚡Quick Start Guides
      • Search
      • Vizpads (Explore)
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    • ✅Best Practices
      • Search
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    • ⬇️Initial Setup
      • Tellius architecture
      • System requirements
      • Installation steps for Tellius
      • Customizing Tellius
    • Universal Search
    • 🏠Tellius Home Page
    • ❓FAQs
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      • Environment FAQs
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  • Kaiya
    • ♟️Understanding AI Agents & Agentic Flows
      • Glossary
      • Composer
      • 🗝️Triggering an agentic workflow
      • The art of possible
    • 🤹Kaiya conversational AI
      • Triggering Insights with "Why" questions
      • Mastering Kaiya conversational AI
      • 📒Kaiya Learnings
      • Kaiya Terms of Service
      • Best practices
  • 🔍Search
    • 👋Get familiar with our Search interface
    • 🤔Understanding Tellius Search
    • 📍Search Guide
    • 🚀Executing a search query
      • Selecting a Business View
      • Typing a search query
      • Constructing effective search queries
      • Marketshare queries
    • 🔑Analyzing search results
      • Understanding search results
      • Search Inspector
      • Time taken to execute a query
      • Interacting with the resulting chart
    • 📊Know your charts in Tellius
      • Understanding Tellius charts
      • Variations of a chart type
      • Building charts from Configuration pane
      • List of chart-specific fields
      • Adding columns to fields in Configuration pane
      • Absolute and percentage change aggregations
      • Requirements of charts
      • Switching to another chart
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    • 🧑‍🏫Help Tellius learn
    • 🕵️‍♂️Search history
    • 🎙️Voice-driven search
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  • 📈Vizpads (Explore)
    • 🙋Meet Vizpads!
    • 👋Get familiar with our Vizpads
    • #️⃣Measures, dimensions, date columns
    • ✨Creating Vizpads
    • 🌐Applying global filters
      • Filters in multi-BV Vizpads
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    • 📌Applying local filters
    • 📅Date picker in filters
      • Customizing the calendar view
    • ✅Control filters
      • Multi-select list
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    • 👁️Actions in View mode
      • Interacting with the charts
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      • Copy to Clipboard
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    • ♟️Working with sample datasets
    • 🔁Swapping Business View of charts
      • Swapping only the current Vizpad
      • Swapping multiple objects
      • Configuring the time of swap
    • 🤖Explainable AI charts
  • 💡Insights (Discover)
    • 👋Get familiar with our Insights
    • ❓Understanding the types of Insights
    • 🕵️‍♂️Discovery Insights
      • Impact Calculation for Top Contributors
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      • 🔛Creating Discovery Insight
      • 🔑Creating Key Driver Insights
      • 〰️Creating Trend Insights
      • 👯Creating Comparison Insights
    • 🧮The art of selecting columns for Insights
      • ➡️How to include/exclude columns?
  • 🔢Data
    • 👋Get familiar with our Data module
    • 🥂Connect
    • 🪹Create new datasource
      • Connecting to Oracle database
      • Connecting to MySQL database
      • Connecting to MS SQL database
      • Connecting to Postgres SQL database
      • Connecting to Teradata
      • Connecting to Redshift
        • Access S3 Data with Redshift Spectrum
      • Connecting to Hive
      • Connecting to Azure Blob Storage
      • Connecting to Spark SQL
      • Connecting to generic JDBC
      • Connecting to Salesforce
      • Connecting to Google cloud SQL
        • Connecting to a PostgreSQL cloud SQL instance
        • Connecting to an MSSQL cloud SQL instance
        • Connecting to a MySQL Cloud SQL Instance
      • Connecting to Amazon S3
      • Connecting to Google BigQuery
        • Steps to connect to a Google BigQuery database
      • Connecting to Snowflake
        • OAuth support for Snowflake
        • Integrating Snowflake with Azure AD via OAuth
        • Integrating Snowflake with Okta via OAuth
        • Azure PrivateLink
        • AWS PrivateLink
        • Best practices
      • Connecting to Databricks
      • Connecting to Databricks Delta Lake
      • Connecting to an AlloyDB Cluster
      • Connecting to HDFS
      • Connecting to Looker SQL Interface
      • Loading Excel sheets
      • 🚧Understanding partitioning your data
    • ⏳Time-to-Live (TTL) and Caching
    • 🌷Refreshing a datasource
    • 🪺Managing your datasets
      • Swapping datasources
    • 🐣Preparing your datasets
      • 🤾Actions that can be done on a dataset
      • Data Pipeline
      • SQL code snippets
      • ✍️Writeback window
      • 🧩Editing Prepare → Data
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      • Metadata view
      • List of icons and their actions
        • Functions
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        • Python Transform
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        • Creating Hierarchies
      • Dataset Scripting
      • Fusioning your datasets
      • Scheduling refresh for datasets
    • 🐥Preparing your Business Views
      • 🌟Create a new Business View
      • Creating calculated columns
      • Creating dynamic parameters
      • Scheduling refresh for Business Views
      • Setting up custom calendars
      • Custom Calendars for Live Connections
    • Tellius Engine: Comparison of In-Memory vs. Live Mode
    • Refresh pipeline
  • Feed
    • 📩What is a Feed in Tellius?
    • ❗Alerts on the detection of anomalies
    • 📥Actions done on a tracking Feed
    • 🖲️Track a new metric
  • Assistant
    • 💁Introducing Tellius Assistant
    • 🎤Voice-based Assistant
    • 💬Interacting with Assistant
    • ↖️Selecting Business View
  • Embedding Tellius
    • What you should know before embedding
    • Embedding URL
      • 📊Embedding Vizpads
        • Apply and delete filters
        • Vizpad-related actionTypes
        • Edit, save, and share a Vizpad
        • Keep, remove, drill sections
        • Adding a Viz to a Vizpad
        • Row-level policy filters
      • 💡Embedding Insights
        • Creating and Viewing Insights
      • 🔎Embedding Search
        • Search query execution
      • Embedding Assistant
      • 🪄Embedding Kaiya
      • Embedding Feed
  • API
    • Insights APIs
    • Search APIs
    • Authentication API (Login API)
  • 🛠️Settings
    • 👨‍💻My Profile
    • Users & Groups
      • Users
      • Groups
      • Synchronization
      • Default user group
      • User roles and permissions
    • Security
      • Authentication
        • LDAP
        • Azure AD
        • SAML
          • XML file
          • Using Okta as an IdP (SAML Integration)
        • OIDC
      • Configuration
    • User License
    • Application Settings
      • Search, Discover, Predict
      • Time Configuration
      • Vizpads
      • Email
      • Anomalies
      • Query time
      • Styles
      • Assistant
      • Miscellaneous
      • Centralized Job Alerts
      • Setting up LLM for Kaiya
  • ✨What's New
    • Release 5.5
    • Release 5.4
      • Patches 5.4.0.1 to 5.4.0.4
      • Patch 5.4.0.5
      • Patch 5.4.1
      • Patches 5.4.1.1 and 5.4.1.2
    • Release 5.3
      • Patch 5.3.1
      • Patch 5.3.2
      • Patch 5.3.3
    • Release 5.2
      • Patch 5.2.1
      • Patch 5.2.2
    • Release 5.1
      • Patch 5.1.1
      • Patch 5.1.2
      • Patch 5.1.3
    • Release 5.0
      • Patch 5.0.1
      • Patch 5.0.2
      • Patch 5.0.3
      • Patch 5.0.4
      • Patch 5.0.5
    • Release 4.3 (Fall 2023)
      • Patch 4.3.1
      • Patch 4.3.2
      • Patch 4.3.3
      • Patch 4.3.4
    • Release 4.2
      • Patch 4.2.1
      • Patch 4.2.2
      • Patch 4.2.3
      • Patch 4.2.4
      • Patch 4.2.5
      • Patch 4.2.6
      • Patch 4.2.7
    • Release 4.1
      • Patch 4.1.1
      • Patch 4.1.2
      • Patch 4.1.3
      • Patch 4.1.4
      • Patch 4.1.5
    • Release 4.0
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On this page
  • IdP Connection Panel
  • Users Synchronization
  • Groups Synchronization
  • Scheduled Synchronization
  • Synchronization Log

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  1. Settings
  2. Users & Groups

Synchronization

Automatic user and group sync settings, sync schedule, detailed log

PreviousGroupsNextDefault user group

Last updated 20 days ago

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Under Settings → Users & Groups → Synchronization, the User-Group Synchronization allows seamless integration with Azure Active Directory (Azure AD), enabling automated user and group provisioning. This reduces manual effort, ensures data consistency, and centralizes access management—especially for organizations using SAML-based authentication.

This tab allows admins to configure:

  • One-time or scheduled sync

  • User-group mapping

  • Filter criteria for groups

  • Synchronization logs

IdP Connection Panel

An IdP (Identity Provider) connection is required to authenticate and manage users and groups securely from a centralized source like Azure AD. It allows Tellius to sync users and groups automatically from your organization’s identity system.

This ensures single sign-on (SSO) access and role-based provisioning. Makes Azure AD (or your IdP) the source of truth—removing the need for manual user/group management in Tellius.

  • Identity Provide (IdP): Provide the IdP in the dropdown. For now, only Azure AD is supported.

  • Tenant ID: Unique identifier for your Azure tenant.

  • Client ID: Application ID registered in Azure.

  • Client Secret: Secure key generated from Azure to authorize API access.

  • Click on Connect to establish connection between Tellius and Azure AD.

  • Click on Disconnect to break the connection and re-enables manual group management.

  • Click on Cancel to dismiss without saving changes.

Once connected, all user and group sync logic is managed via Azure AD. Manual group edits in Tellius are disabled to preserve IdP as the source of truth.

Users Synchronization

If enabled, Tellius will automatically sync users based on Azure AD membership. I

Define the Azure AD group name. It will synchronize only the users in the specified group(s). This ensures that only members of those Azure AD groups are managed and updated within Tellius.

New users are auto-provisioned upon their first login with assigned access and roles.

Groups Synchronization

The Groups Synchronization panel allows admins to manage group-level synchronization from an external IdP.

If the Groups Synchronization section is enabled, then you can apply filters for the groups. This ensures that only Azure AD groups matching the specified filter are imported into Tellius, helping to control and limit which groups are brought into the platform.

Provide the filter operator and value:

Scheduled Synchronization

The Scheduled Synchronization panel allows admins to automate the syncing of users and groups between Tellius and an external IdP. This ensures that user data and group memberships remain up to date.

  • Enable the toggle to activate synchronization.

  • Set up the start date and start time when the first scheduled sync should begin.

  • Define how often the sync should repeat and the interval unit (day, hour , minute, week, year).

A dynamic confirmation message at the bottom summarizes your setup:

"User and user group synchronization will start at <scheduled_date> at <scheduled_time> and will repeat every <frequency> <frequency_unit>."

Manual edits in Tellius are restricted once scheduled sync is enabled to maintain consistency. Azure AD becomes the single source of truth for user-group mappings. New users are auto-provisioned at first login based on Azure AD membership.

Click on Save button to commit the changes made and start the synchronization of users and groups.

Synchronization Log

The Synchronization Log provides a historical view of all user and group synchronization attempts between Tellius and your connected IdP, such as Azure AD. Helpful for admins to track, audit, and troubleshoot synchronization issues in real time.

Date: The calendar date when the sync was executed

Time: The exact time the sync started

Duration: How long the sync process took

Status: Indicates whether the sync succeeded or failed.

Info: A detailed log message explaining the sync operation and any errors encountered, including system-generated error codes and descriptions

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Synchronization
IdP connection panel
Filter operator
Sync log