Step 1: Download the agent

1. Sign in to Zoho One. Click the Directory Settings icon  in the top-right corner.
   
2. Click User Management on the left menu.
3. Select Directory Stores, then click Add Directory.
   
   
4. Find Active Directory and click Add.
   
5. On the Download Agent screen:
   
1. Review the prerequisites.
   
2. Copy the Installation Key displayed there. You'll need this in Step 2.
   
3. Click Download Agent and wait for the download to complete.
   

Step 2: Install the agent

1. Execute the downloaded file ZohoDirectory_IdentityConnect.msi to start installation.
   
2. Paste the Installation Key. Upon successful validation, you'll be taken automatically to the setup wizard.
   
3. On the Welcome screen, choose your language.
   
4. Read the software license agreement carefully, then accept the terms. Click Continue.
   Note: Clicking the URL will not auto-redirect you to the page on some legacy systems. In this case, click 🔗 to copy the URL, then paste it into your browser to read the license agreement.
   
        
   
   
5. Open the provided Login URL from a browser.
   
   
   
        
   
   
6. Sign in to your Zoho One admin account if you haven't already.
   
7. Enter the Verification Code shown in the installer.
   
8. Upon successfully signing in, a confirmation screen with your Zoho account email and display name will appear. Click Continue.
   
   
   
        
   
   
9. Once the agent is installed, continue to step 3.
   

Common errors at this step

Step 3: Configure LDAP connection details

1. Enter your directory info: Domain Name, Domain Controllers, User's Distinguished Name (DN), Password. Make sure they're all valid.
   

   
   

        

   
   
2. Enable SSL for a secure connection (recommended because it safeguards sensitive directory data during transmission). Now, to use SSL:
   
1. Your Domain Controller must have a valid SSL certificate issued to its domain.
   
2. You must use the fully qualified domain name (FQDN) in the Domain Controller field (e.g., ldap-server-1.zylker.com). Using only the hostname will cause SSL failure.
   
3. Click Next to review the LDAP configurations.
   

If you see the error "LDAP server goes unreachable," click Retry to attempt the connection again. Make sure there's no connectivity issue between the agent machine and LDAP server.

Step 4: Complete installation

1. Click Install to finish setting up the agent. Upon successful installation, the agent will be running.
   Note: Ensure the agent machine maintains continuous network connectivity according to your organization's power-saving or login-based policies.
2. After installation, click  (the tray icon) to perform the following actions:
   
1. Change ownership - Switch the Zoho One admin account linked to the agent in case the original admin leaves your organization or loses LDAP access.
2. Change LDAP settings - Modify your LDAP server details here. After making changes, click Update to save them.
   
             
   
   
3. Go back to the Zoho One Directory Settings to complete the remaining setup below.