.. _model-filter-criteria: Model Filter Criteria for Microsoft ------------------------------------ .. _21.1|VOSS-847: Model filter criteria defines how the MSOL user is matched to corresponding data in VOSS Automate, and allows users and related data to be moved to the correct system levels (customer or site) on import (in a sync or overbuild), based on attributes defined for the user in Microsoft Azure. Administrator users with access to the ``data/ModelFilterCriteria`` model can manage instances of this model so that these are available for selection in the Site Defaults Doc of a site. The Site Defaults Doc provides a **MS 365 User Model Filter Criteria** drop down field to select the created model filter. Create a Model Filter ...................... 1. Identify the source and target model and field that will be used in the filter. #. Go to (default menu) **Customizations > Model Filter Criteria**. #. Click Add to add a new record, or clone an existing model filter critera and update it to create a new model filter. #. Provide a **Name**, **Description**, and **Usage** (e.g. Overbuild) for the filter. #. From the **Type** drop-down, select the source model, for example ``device/msgraph/MsolUser``. #. Click the Plus sign (+) in the **Criteria** group to add one or more criteria. Each criteria is defined by the following: .. tabularcolumns:: |p{5cm}|p{10cm}| +----------------------+-------------------------------------------------------------------------------+ | Field | Description | +======================+===============================================================================+ | Unary Operator | None, or NOT: to operate on the match **Condition** with the target value | +----------------------+-------------------------------------------------------------------------------+ | Attribute | The field from the source model, for example ``City`` from | | | ``device/msgraph/MsolUser``. | +----------------------+-------------------------------------------------------------------------------+ | Condition | Options are exact and non-exact types of contains and equals, as well as | | | a regex search option. | +----------------------+-------------------------------------------------------------------------------+ | Value | The target value that identifies the site in VOSS Automate. The value can | | | also be a named macro, for example, ``{{ macro.OVERBUILD_SITE_CITY_NAME }}``. | +----------------------+-------------------------------------------------------------------------------+ | Conditional Operator | AND or OR: only needed and used to indicate the type of Boolean combination | | | with the following criteria instance, if an additional instance is added. | +----------------------+-------------------------------------------------------------------------------+ 7. Save the model filter. The new model filter will now be available for selection in the Site Defaults Doc of a site, and will for example be applied in the Microsoft overbuild if **Include Site for Overbuild** and **Microsoft Users** is enabled. When running the overbuild, the system loops through the site defaults to identify sites with **Include Site for Overbuild** enabled, and moves related user data to the site based on the chosen model filter criteria rule. In this example, all ``device/msgraph/MsolUser`` instances synced in will be moved to the site matching ``{{ macro.OVERBUILD_SITE_CITY_NAME }}`` if their ``City`` value matches. .. rubric:: Related Topics * .. raw:: latex Microsoft Overview in the Core Feature Guide .. raw:: html Microsoft Overview * .. raw:: latex Sync with Flow Through in the Core Feature Guide .. raw:: html Sync with Flow Through