Certification for PowerSyncPro Migration Agent & DirSync

PowerSyncPro Certification equips you with the knowledge and confidence to deploy our core products successfully and deliver better outcomes for your customers. 

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PowerSyncPro

Take your expertise to the next level with PowerSyncPro certification 

 PowerSyncPro certification gives you the skills and confidence to use our core products effectively, helping you deliver seamless IT migration and directory synchronisation projects.

Our certification programme includes three levels for each core product— DirSync and Migration Agent. Starting with Fundamentals for those new to PowerSyncPro, the programme progresses through certifications, with higher level certification designed for experienced administrators who are proficient with PowerSyncPro DirSync or Migration Agent, and have successfully completed the previous two certification levels for the product.

PowerSyncPro Migration Agent certifications

The PowerSyncPro Migration Agent Fundamentals Level 100 exam validates foundational knowledge of the PowerSyncPro Migration Agent and its use in Windows workstation migration projects.

Candidates for this exam should understand the purpose and architecture of the Migration Agent, how it communicates with the PowerSyncPro Server, how devices register, and how migrations are controlled through runbooks and batches. Candidates should also understand core migration workflow concepts, including profile migration, re-permissioning, Entra ID join migrations, application reconfiguration, operational safety controls, and first-line troubleshooting.

This exam is intended for administrators, engineers, consultants, desktop migration specialists, and migration operators who deploy, configure, operate, or support the PowerSyncPro Migration Agent during workstation migration projects.

At a glance

Area

Details

Level

Fundamentals / Level 100

Product

PowerSyncPro Migration Agent

Audience

Administrators, engineers, consultants, desktop migration specialists, and migration operators

Focus

Agent architecture, deployment, registration, runbooks, batches, profile migration, Entra join, troubleshooting, and operational safety

Credential

PowerSyncPro Migration Agent Level 100 certification and Credly digital badge

Skills measured

Candidates should be able to:

Describe Migration Agent concepts

  •              Describe the purpose of the PowerSyncPro Migration Agent.
  •              Identify where the Migration Agent is installed.
  •              Explain why the Migration Agent is installed on the endpoint being migrated rather than on a domain controller.
  •              Describe the default service context used by the Migration Agent.
  •              Explain how the Migration Agent communicates with the PowerSyncPro Server.
  •              Identify the role of the endpoint URL, default ports, and required installation parameters.
  •              Describe the purpose of the pre-shared key.
  •              Explain how encrypted communication is used between the workstation and the PowerSyncPro Server.
  •              Describe Migration Agent licensing requirements.

 

Deploy and register the Migration Agent

  •              Identify supported Migration Agent deployment methods, including manual installation, endpoint URL installation, software deployment platforms, Intune, SCCM, and GPO-style deployment approaches.
  •              Describe the Migration Agent registration flow.
  •              Explain how endpoint URL format affects registration.
  •              Identify common causes of registration failure.
  •              Describe the prerequisites required for a device to register successfully.
  •              Explain upgrade behaviour for the Migration Agent.

 

Understand runbooks and migration phases

  •              Explain the purpose of runbooks.
  •              Describe how runbooks define migration phases and migration actions.
  •              Identify startup-phase actions.
  •              Explain prevent-login configuration and when it is used.
  •              Describe legal notice behaviour.
  •              Explain migration-in-progress branding and messaging.
  •              Describe fallback account usage.
  •              Identify how pre-migration and post-migration scripts are used.
  •              Describe application reconfiguration options.
  •              Explain device rename behaviour.
  •              Describe how the agent handles migration execution when users are logged on or not logged on.

 

Understand batches and migration scheduling

  •              Explain the purpose of batches.
  •              Describe how devices are assigned to batches.
  •              Explain how batches determine migration scope.
  •              Describe how scheduling and migration availability are controlled.
  •              Explain what happens when a device is not included in a batch.
  •              Describe how self-service and scheduled migration behaviour are controlled.

 

Explain profile migration and the Translation Table

  •              Explain the purpose of the Translation Table in user profile migration and re-permissioning.
  •              Describe how the Translation Table maps source users to target users.
  •              Explain how the Translation Table is populated through a correctly configured sync profile.
  •              Describe how source and target user objects are matched.
  •              Explain how missing Translation Table entries can result in duplicate user profiles rather than re-use of existing profiles.
  •              Describe why sync profile configuration is required even in AD-to-Entra migration scenarios.

 

Understand Entra ID join migration concepts

  •              Describe migration scenarios from Active Directory to Microsoft Entra ID.
  •              Explain the relevance of Entra device registration settings.
  •              Describe bulk enrolment token behaviour.
  •              Identify Entra join prerequisites.
  •              Explain user and device migration implications when moving from AD-joined to Entra-joined devices.
  •              Describe why the Migration Agent must run on the workstation being migrated.

 

Troubleshoot Migration Agent issues

  •              Identify where to find relevant Windows Application Event Log messages.
  •              Interpret common registration and migration-related event messages.
  •              Explain Migration Agent status and progress states, including No Agent, Not Available, Not Started, In Progress, Completed, and Error.
  •              Identify likely causes when migrations do not start.
  •              Describe first-line checks for failed registration or failed migration.
  •              Identify what information should be collected from a failed workstation migration before escalating to support.

 

Understand roles, permissions, and operational safety

  •              Describe Migration Agent role capabilities.
  •              Distinguish between Agent Operator and Agent Admin permissions.
  •              Explain what each role can administer.
  •              Describe fallback account usage and why it is important.
  •              Explain the purpose of prevent-login controls.
  •              Describe how legal notices and migration-in-progress messages support migration safety.
  •              Explain secure communication between the workstation and the PowerSyncPro Server.
  •              Identify operational safeguards used to reduce risk during workstation migration.

 

Understand application reconfiguration

  •              Describe the purpose of application reconfiguration during workstation migration.
  •              Explain default application handling.
  •              Describe reset and reconfigure behaviour.
  •              Identify which applications are in scope for reconfiguration.
  •              Explain how application reconfiguration affects the post-migration user experience.

 

Certification and badge

Candidates who pass the PowerSyncPro Migration Agent Fundamentals Level 100 exam receive an official PowerSyncPro certification certificate.

Successful candidates also receive a Credly digital badge, which can be used to verify and share their PowerSyncPro Migration Agent certification achievement online.

 

Prepare for the exam

Candidates should review the PowerSyncPro documentation, Migration Agent deployment guidance, product demonstrations, and supporting knowledge base material before attempting the exam.

Candidates should be familiar with the purpose and architecture of the Migration Agent, supported deployment methods, registration behaviour, runbook and batch configuration, Translation Table concepts, Entra join migration considerations, application reconfiguration, role-based administration, and first-line troubleshooting.

 

Resources

Candidates preparing for the PowerSyncPro Migration Agent Fundamentals Level 100 exam should review the following resources:


 

These resources provide supporting information on PowerSyncPro concepts, product architecture, Migration Agent deployment, configuration, and example migration workflows. Candidates are encouraged to review the documentation and demonstration material before attempting the exam.

The PowerSyncPro Migration Agent Intermediate Level 200 exam validates a candidate’s ability to apply Migration Agent knowledge to more advanced Windows workstation migration scenarios.

Candidates for this exam should already understand the Level 100 Migration Agent fundamentals, including agent deployment, registration, runbooks, batches, translation tables, pre-shared keys, endpoint URLs, and first-line troubleshooting.

This exam builds on those foundations by assessing how Migration Agent components are applied in real-world migration scenarios. Candidates should understand configuration choices, migration design decisions, runbook phase behaviour, application reconfiguration, device join state transitions, Intune enrolment considerations, user experience controls, troubleshooting, and operational recovery scenarios.

This exam is intended for administrators, engineers, consultants, desktop migration specialists, and migration operators who configure, operate, troubleshoot, or support PowerSyncPro Migration Agent deployments in customer environments.

At a glance

Area

Details

Level

Intermediate / Level 200

Product

PowerSyncPro Migration Agent

Audience

Administrators, engineers, consultants, desktop migration specialists, and migration operators

Prerequisite knowledge

PowerSyncPro Migration Agent Fundamentals Level 100

Focus

Migration scenarios, runbook configuration, device state transitions, app reconfiguration, Intune enrolment, scripting, troubleshooting, and operational controls

Credential

PowerSyncPro Migration Agent Level 200 certification and Credly digital badge

Skills measured

Candidates should be able to:

Understand migration scenarios

  •           Identify common Migration Agent scenarios, including Active Directory to Microsoft Entra ID, Hybrid Entra Joined to cloud-only, cross-tenant Entra migrations, Active Directory to Active Directory migrations, Offline Domain Join, and workgroup device scenarios.
  •          Recognise GCC High considerations.
  •          Identify which runbook options are appropriate for each migration scenario.
  •          Explain where additional prerequisite steps are required.
  •          Describe how Migration Agent configuration must align with the intended source and target device join state.

 

Configure runbook phases

  •          Explain the purpose of major runbook sections, including Startup, Device State, Permission Updates, App Reconfiguration, User Experience, and Completion.
  •          Describe how startup actions affect migration preparation.
  •          Explain how Device State settings control join and leave operations.
  •         Describe how Permission Updates support user profile re-permissioning.
  •          Explain how App Reconfiguration settings affect supported Microsoft applications.
  •          Describe how User Experience settings control end-user messaging and migration availability.
  •          Explain how Completion settings control cleanup and post-migration behaviour.
  •          Describe expected reboot behaviour during migration execution.

Manage device state transitions

  •          Configure migration paths that remove devices from existing directories.
  •          Configure devices to join Microsoft Entra ID.
  •          Describe Hybrid Entra Join handling.
  •          Explain Hybrid Join controlled validation.
  •          Identify required Microsoft Entra Connect dependencies for Hybrid Join scenarios.
  •          Explain how device join configuration affects migration success.
  •          Interpret failed Entra join scenarios and identify likely causes.

 

Configure application reconfiguration

  •          Explain how PowerSyncPro handles supported Microsoft applications after migration.
  •          Describe application reconfiguration behaviour for Outlook, OneDrive for Business, Teams, and Azure Information Protection.
  •          Explain when to set, clear, or leave application configuration unchanged.
  •          Describe how OneDrive target folder naming is handled.
  •          Explain how Azure Information Protection and RMS host values are obtained.
  •          Identify the expected user experience impact of application reset or reconfiguration choices.

 

Assess OneDrive migration readiness

  •          Explain OneDrive readiness considerations before workstation migration.
  •          Identify scenarios where OneDrive files should be cloud-only before migration.
  •          Describe expected outcomes if OneDrive files are not made cloud-only before migration.
  •          Explain how OneDrive state can affect post-migration user experience.
  •          Recognise when additional preparation is required before migrating a device.

 

Use translation tables and match-only sync profiles

  •          Explain how match-only sync profiles populate the Translation Table.
  •          Describe how source and target users are matched.
  •          Explain why Translation Table mapping is critical for correct user profile re-permissioning.
  •          Identify the impact of missing or incorrect Translation Table entries.
  •          Describe dependencies between Directory Sync configuration and Migration Agent profile migration behaviour.

 

Package and assign command packages

  •          Describe how pre-migration and post-migration scripts are packaged.
  •          Explain the required command package ZIP structure.
  •          Identify the purpose of cmdline.cmd.
  •          Describe how PowerShell scripts are invoked from command packages.
  •          Explain where command packages are assigned within the Migration Runbook.
  •          Identify common packaging or invocation issues that can prevent scripts from running as expected.

 

Understand Intune enrolment prerequisites

  •          Identify Intune enrolment prerequisites for migration scenarios.
  •          Explain the role of MDM user scope.
  •          Identify licensing requirements for Intune enrolment.
  •          Describe enrolment restriction considerations.
  •          Explain MFA and Conditional Access considerations during enrolment.
  •          Describe relevant Microsoft Entra device registration settings.
  •          Identify how Intune readiness affects the success of Entra-joined or cloud-managed device outcomes.

 

Troubleshoot and escalate migration issues

  •          Identify workstation event logs required when escalating failed migration issues.
  •          Interpret Migration Agent Application log events.
  •          Troubleshoot failed Entra join scenarios.
  •          Describe recovery options for deleted or expired bulk enrolment tokens.
  •          Identify how to handle fallback accounts that remain after migration.
  •          Explain what evidence should be collected before escalating to support.

 

Understand endpoint registration and installer behaviour

  •          Explain how PowerSyncPro determines whether a device is eligible for Migration Agent registration.
  •          Describe externally published HTTPS endpoint formatting.
  •          Explain the /Agent URL requirement.
  •          Describe the purpose of the pre-shared key during registration.
  •          Identify installer dependencies included in bundled MSI packages.
  •          Explain common endpoint, installer, or registration issues.

 

Configure user experience and operational controls

  •          Configure migration availability pop-ups.
  •          Explain snooze duration behaviour.
  •          Configure culture codes for multilingual user messaging.
  •          Describe silent runbook behaviour.
  •          Explain admin fallback account lifecycle.
  •          Describe automatic agent uninstallation behaviour.
  •          Explain how batch and runbook settings affect large-scale migration execution.
  •          Identify when a user must be logged on for migration actions to proceed.

Apply migration safety controls

  •          Explain how server operating system safeguards protect against accidental migrations.
  •          Describe the purpose of the “Allow on Server OS” setting.
  •          Identify the risk of accidental server migration.
  •          Explain expected reboot counts and how they affect user communication.
  •          Describe completion-stage cleanup behaviour.
  •          Explain fallback account lifecycle and cleanup considerations.
  •          Choose safe operational settings for controlled migration execution.

 

Certification and badge

Candidates who pass the PowerSyncPro Migration Agent Intermediate Level 200 exam receive an official PowerSyncPro certification certificate.

Successful candidates also receive a Credly digital badge, which can be used to verify and share their PowerSyncPro Migration Agent certification achievement online.

 

Prepare for the exam

Candidates should review the PowerSyncPro documentation, Migration Agent deployment guidance, product demonstrations, and supporting knowledge base material before attempting the exam.

Candidates should be comfortable with Level 100 Migration Agent concepts and should also understand how those concepts are applied in operational migration scenarios. Candidates should be prepared to reason through runbook configuration, device join state transitions, application reconfiguration, Intune enrolment prerequisites, translation table dependencies, command package design, troubleshooting evidence, and migration safety controls.

 

Resources

Candidates preparing for the PowerSyncPro Migration Agent Intermediate Level 200 exam should review the following resources:


These resources provide supporting information on PowerSyncPro concepts, product architecture, Migration Agent deployment, configuration, operational behaviour, and example workstation migration workflows. Candidates are encouraged to review the documentation and demonstration material before attempting the exam.

The PowerSyncPro Migration Agent Professional Level 300 exam validates advanced knowledge required to design, configure, troubleshoot, and recover complex Migration Agent-based Windows workstation migration scenarios.

Candidates for this exam should already be proficient in the Level 100 and Level 200 Migration Agent content areas, including agent deployment, registration, runbook and batch configuration, translation table concepts, application reconfiguration, device state transitions, Microsoft Entra ID join behaviour, Intune enrolment considerations, and standard troubleshooting.

This exam builds on those foundations by assessing the candidate’s ability to interpret complex migration scenarios, diagnose configuration issues, understand operational risk, and choose the most appropriate remediation approach. Candidates should be able to apply Migration Agent features safely in real-world customer environments, including cross-directory, cross-tenant, hybrid, workgroup, and partially completed migration scenarios.

This exam is intended for experienced administrators, engineers, consultants, desktop migration specialists, and migration leads who design, troubleshoot, recover, or operate complex PowerSyncPro Migration Agent deployments.

At a glance

Area

Details

Level

Professional / Level 300

Product

PowerSyncPro Migration Agent

Audience

Experienced administrators, engineers, consultants, desktop migration specialists, and migration leads

Prerequisite knowledge

PowerSyncPro Migration Agent Fundamentals Level 100 and Intermediate Level 200

Focus

Advanced migration design, device state configuration, translation table troubleshooting, profile re-permissioning, endpoint architecture, command packages, app reconfiguration, failed migration recovery, and operational safety

Credential

PowerSyncPro Migration Agent Level 300 certification and Credly digital badge

Skills measured

Candidates should be able to:

Design advanced migration scenarios

  •           Design Migration Agent scenarios for Active Directory to Active Directory migrations.
  •          Design Active Directory to Microsoft Entra ID migration scenarios.
  •          Design Hybrid Entra Joined to Entra-only migration scenarios.
  •          Design cross-tenant Microsoft 365 and Entra migration scenarios.
  •          Design workgroup device migration scenarios.
  •          Identify scenarios where devices must remain joined to a source Active Directory while becoming Hybrid Entra Joined to a target tenant.
  •          Select appropriate Migration Agent configuration for complex customer environments.
  •          Recognise when additional preparation is required before migration can proceed safely.

 

Configure Device State correctly

  •          Select the correct Remove From options for the intended migration scenario.
  •          Select the correct Domain Join or Microsoft Entra join options.
  •          Explain when devices must be removed from all directories.
  •          Explain Hybrid Join controlled validation.
  •          Configure target domain join behaviour.
  •          Identify when an incorrect runbook option will cause a join phase failure.
  •          Explain how device state configuration must align with the source and target join model.
  •          Troubleshoot device join failures caused by incorrect Device State configuration.

 

Design and validate translation table behaviour

  •          Explain how source and target users are matched.
  •          Describe how Sync Profiles populate the Translation Table.
  •          Identify when complex expressions are required for matching.
  •          Handle differing UPN suffixes between source and target environments.
  •          Validate source-to-target user matching before migration.
  •          Identify missing or incorrect Translation Table entries.
  •          Explain how incorrect Translation Table entries can cause duplicate user profiles or permission issues after migration.
  •          Troubleshoot empty or incomplete Translation Tables.

Troubleshoot Sync Profile dependencies

  •          Identify Sync Profile configuration issues that affect Migration Agent outcomes.
  •          Explain why a Translation Table may be empty.
  •          Identify update-only or match-only configuration issues.
  •          Troubleshoot matching attribute issues.
  •          Explain schedule and export requirements that affect Translation Table population.
  •          Recognise when Directory Sync configuration must be corrected before workstation migration can safely proceed.

 

Understand profile re-permissioning

  •          Explain how Permission Updates affect registry permissions.
  •          Explain how Permission Updates affect file system permissions.
  •          Describe how user profile permissions are updated during migration.
  •          Identify why an existing user profile may fail to re-permission correctly.
  •          Explain what must be true for an existing profile to be reused successfully.
  •          Identify scenarios that may result in duplicate user profiles.
  •          Troubleshoot profile reuse issues in cross-tenant or cross-directory migrations.

 

Handle workgroup device scenarios

  •          Explain why workgroup devices require additional preparation.
  •          Describe scoping limitations for workgroup device migrations.
  •          Explain placeholder or source directory concepts.
  •          Identify when a source Active Directory or placeholder directory may still be required for scoping.
  •          Understand local SID considerations.
  •          Recognise when workgroup devices require different planning from domain-joined devices.

 

Understand endpoint and registration architecture

  •          Identify the correct /Agent endpoint URL format for Migration Agent registration.
  •          Explain externally published HTTPS endpoint requirements.
  •          Describe certificate trust requirements.
  •          Distinguish between ports used by different PowerSyncPro components.
  •          Identify incorrect port usage.
  •          Explain pre-shared key behaviour.
  •          Describe how PowerSyncPro determines whether a device is eligible to register.
  •          Troubleshoot endpoint configuration, SSL trust, and registration failures.

 

Troubleshoot advanced migration failures

  •          Diagnose issues using Windows Application Event Log entries.
  •          Troubleshoot SSL trust failures.
  •          Troubleshoot incorrect endpoint configuration.
  •          Troubleshoot failed registration.
  •          Troubleshoot failed device join operations.
  •          Troubleshoot failed script execution.
  •          Diagnose interrupted or partially completed migrations.
  •          Identify when a device may need to be rejoined, reset, or reprocessed.
  •          Collect appropriate evidence before escalating complex migration issues.

 

Recover failed or partially completed migrations

  •          Explain how to safely re-run migrations.
  •          Describe how Prevent Login mitigates user access risk during migration.
  •          Explain fallback account usage during recovery.
  •          Identify safe remediation paths after partial migration.
  •          Recognise when a device can be reprocessed versus when it needs manual remediation.
  •          Explain how migration completion behaviour affects recovery options.
  •          Choose recovery actions that avoid profile duplication, join-state conflicts, or user lockout.

 

Use server OS safeguards

  •          Explain the purpose of the Allow on Server OS setting.
  •          Identify the risk of accidental server migrations.
  •          Describe how server operating system safeguards reduce operational risk.
  •          Recognise when server OS protection should prevent a migration from proceeding.
  •          Explain when exceptions require careful change control.

 

Package and troubleshoot command execution

  •          Describe required command package ZIP structure.
  •          Explain the role of cmdline.cmd.
  •          Describe how PowerShell scripts are invoked.
  •          Explain startup, pre-migration, and post-migration command package execution.
  •          Identify why scripts may fail when package structure is incorrect.
  •          Troubleshoot failed command package execution.
  •          Recognise when script execution failures affect migration completion or recovery.

 

Configure application reconfiguration safely

  •          Explain the impact of Outlook reconfiguration choices.
  •          Explain the impact of Teams reconfiguration choices.
  •          Explain OneDrive reconnect behaviour.
  •          Describe how application reconfiguration interacts with user profile migration.
  •          Explain how application settings interact with tenant transition scenarios.
  •          Identify consequences of incorrect application reconfiguration choices.
  •          Choose appropriate application reconfiguration settings for complex migration scenarios.

 

Apply operational controls and safety features

  •          Explain the purpose of the Migration Agent tray application.
  •          Describe tray application functions available to users or operators.
  •          Explain fallback admin account behaviour.
  •          Describe silent runbook behaviour.
  •          Explain Prevent Login and when it should be used.
  •          Describe migration completion behaviour.
  •          Explain agent cleanup or post-migration actions.
  •          Use operational controls to reduce migration risk and support safe end-user transition.

 

Certification and badge

Candidates who pass the PowerSyncPro Migration Agent Professional Level 300 exam receive an official PowerSyncPro certification certificate.

Successful candidates also receive a Credly digital badge, which can be used to verify and share their PowerSyncPro Migration Agent certification achievement online.

 

Prepare for the exam

Candidates should review the PowerSyncPro documentation, Migration Agent deployment guidance, product demonstrations, and supporting knowledge base material before attempting the exam. Candidates should be comfortable with the Level 100 and Level 200 Migration Agent content areas before attempting the Professional Level 300 exam.

Candidates should be prepared to apply Migration Agent concepts to complex customer scenarios. This includes designing migration paths, selecting appropriate Device State options, validating Translation Table behaviour, troubleshooting Sync Profile dependencies, understanding profile re-permissioning, planning for workgroup devices, diagnosing endpoint and registration issues, troubleshooting failed or interrupted migrations, and choosing safe recovery actions.

Candidates should also be prepared for scenario-based questions where several remediation options may appear possible, but only one represents the safest and most appropriate operational decision.

 

Resources

Candidates preparing for the PowerSyncPro Migration Agent Professional Level 300 exam should review the following resources:


These resources provide supporting information on PowerSyncPro concepts, product architecture, Migration Agent deployment, configuration, operational behaviour, recovery scenarios, and complex workstation migration workflows. Candidates are encouraged to review the documentation and demonstration material before attempting the exam.

PowerSyncPro Directory Synchronisation certifications

The PowerSyncPro Directory Synchronisation Fundamentals Level 100 exam validates foundational knowledge of PowerSyncPro Directory Sync concepts, configuration, operation, and first-line troubleshooting.

Candidates for this exam should be able to describe how PowerSyncPro synchronises directory objects between source and target directories, including Active Directory, Microsoft Entra ID, and Google Workspace. Candidates should understand the relationship between directory profiles and sync profiles, how objects are matched and mapped, and how synchronisation actions affect target directory outcomes.

This exam is intended for administrators, engineers, consultants, and migration specialists who are beginning to work with PowerSyncPro Directory Sync or who need to demonstrate a foundational understanding of directory synchronisation in migration, coexistence, or transformation scenarios.

At a glance

Area

Details

Level

Fundamentals / Level 100

Product

PowerSyncPro Directory Sync

Audience

Administrators, engineers, consultants, and migration specialists

Focus

Directory synchronisation concepts, configuration, operation, reporting, and basic troubleshooting

Credential

PowerSyncPro Directory Synchronisation Level 100 certification and Credly digital badge

 

Skills measured

Candidates should be able to:

Describe PowerSyncPro Directory Sync concepts

  •           Describe the purpose of PowerSyncPro Directory Sync.
  •          Explain how directory objects are synchronised between source and target directories.
  •          Distinguish between directory profiles and sync profiles.
  •          Identify supported directory types, including Active Directory, Microsoft Entra ID, and Google Workspace.
  •          Identify supported object types, including users, groups, computers, group members, and contacts.

Configure directory and sync profiles

  •          Describe how directory profiles define connected source and target directories.
  •          Describe how sync profiles control what synchronises, between which directories, and by which rules.
  •          Explain the purpose and behaviour of sync profile actions, including Match-Only, Create Only, Update Only, and Create or Update.
  •          Describe how matching rules are used to link source objects to existing target objects.
  •          Describe how attribute mappings are used to write values to target objects.

Work with expressions and transformations

  •          Describe how expressions can modify attribute values during synchronisation.
  •          Identify common expression functions, including prefix, suffix, truncate, lower case, replace string, and replace RegEx.
  •          Describe where complex expressions may be used, including matching, mapping, scoping, import filtering, and export filtering.

Validate and control synchronisation

  •          Explain the purpose of What If reports.
  •          Describe how What If reports help administrators preview and validate changes before export.
  •          Describe default schedule behaviour, including delta import and delta sync.
  •          Explain the purpose of the Export Deletion Threshold.
  •          Describe why administrators must review proposed changes before allowing exports.

Describe password, SMTP, and SIDHistory concepts

  •          Describe foundational Legacy Password Sync behaviour.
  •          Explain password hash synchronisation concepts and target password policy considerations.
  •          Explain why SMTP domains are configured.
  •          Describe how proxy address synchronisation behaves when SMTP domains are or are not configured.
  •          Describe basic Active Directory to Active Directory SIDHistory synchronisation concepts and prerequisites.

Monitor and troubleshoot Directory Sync

  •          Identify where to review Directory Sync logs.
  •          Describe how failed communication logs and message logs support first-line troubleshooting.
  •          Describe common first-line checks for synchronisation issues.
  •          Explain how Role-Based Access Control is used to control portal areas and actions.
  •          Identify licensing information required for PowerSyncPro modules and migration scenarios.
  •          Describe the purpose of an Entra ID App Registration.
  •          Identify infrastructure prerequisites for installing and operating the PowerSyncPro service.

 

Certification and badge

Candidates who pass the PowerSyncPro Directory Synchronisation Level 100 exam receive an official PowerSyncPro certification certificate.

Successful candidates also receive a Credly digital badge, which can be used to verify and share their PowerSyncPro certification achievement online.

 

Prepare for the exam

Candidates should review the PowerSyncPro documentation, product demonstrations, and supporting knowledge base material before attempting the exam. Candidates should be familiar with the configuration and operational concepts used in PowerSyncPro Directory Sync, including directory profiles, sync profiles, matching, mapping, synchronisation reports, scheduling, deletion controls, and first-line troubleshooting.

 

Resources

Candidates preparing for the PowerSyncPro Directory Synchronisation Intermediate Level 100 exam should review the following resources:


These resources provide supporting information on PowerSyncPro concepts, product architecture, configuration, operational behaviour, and example Directory Sync scenarios. Candidates are encouraged to review the documentation and demonstration material before attempting the exam.

The PowerSyncPro Directory Synchronisation Intermediate Level 200 exam validates intermediate knowledge of PowerSyncPro Directory Sync configuration, operation, troubleshooting, and recovery in real-world environments.

Candidates for this exam should already understand the Level 100 fundamentals of PowerSyncPro Directory Sync, including directory profiles, sync profiles, matching, mapping, scheduling, expressions, What If reports, and foundational password synchronisation concepts.

This exam builds on those foundations by assessing how PowerSyncPro Directory Sync behaves in operational scenarios involving object scope, ignored objects, import behaviour, schema refreshes, matching relationships, remote connectivity, password agents, staging mode, deleted objects, recovery scenarios, and SIDHistory prerequisites.

This exam is intended for administrators, engineers, consultants, and migration specialists who configure, operate, troubleshoot, or support PowerSyncPro Directory Sync in customer environments.

At a glance

Area

Details

Level

Intermediate / Level 200

Product

PowerSyncPro Directory Sync

Audience

Administrators, engineers, consultants, and migration specialists

Prerequisite knowledge

PowerSyncPro Directory Synchronisation Fundamentals Level 100

Focus

Scope logic, matching behaviour, import execution, agents, staging, recovery, and operational troubleshooting

Credential

PowerSyncPro Directory Synchronisation Level 200 certification and Credly digital badge

 

Skills measured

Candidates should be able to:

Manage object scope and exclusion behaviour

  •           Explain how objects are included in or excluded from synchronisation.
  •          Describe the effect of adding an object to the Ignored list.
  •          Explain how ignored objects are excluded from import, synchronisation, and export.
  •          Describe how PowerSyncPro behaves when an object matches both inclusion and exclusion rules.
  •          Explain why an object might not appear in the target directory even when a sync profile is running successfully.
  •          Identify when an object is out of scope and how scope affects target object creation.

 

Understand import behaviour and schema refresh

  •          Distinguish between full import and delta import.
  •          Explain how imports relate to changes in connected directories.
  •          Identify when a Refresh Schema job is required.
  •          Explain why new or updated directory attributes might not appear in PowerSyncPro until a schema refresh has completed.
  •          Describe how import behaviour affects downstream synchronisation and reporting.

 

Configure and troubleshoot matching behaviour

  •          Explain how multiple matching rules are evaluated.
  •          Describe how a successful match is determined.
  •          Explain how existing source-to-target matching relationships are created and broken.
  •          Identify the risk of using broad or non-unique matching attributes such as displayName.
  •          Explain how poor matching rules can result in incorrect target objects being matched and updated.
  •          Reason through matching scenarios where source and target attribute formats are not identical.

 

Use intermediate expressions

  •          Describe how complex expressions can support advanced matching, mapping, scoping, import filtering, and export filtering.
  •          Use logical operators in expression scenarios.
  •          Explain how expressions can help normalise or transform values for matching and mapping.
  •          Identify when expression logic may be required because source and target directory values do not match exactly.

 

Monitor and troubleshoot synchronisation

  •          Distinguish between standard message logs and info message logs.
  •          Explain when info logging is useful for troubleshooting.
  •          Describe the potential performance and database size impact of enabling verbose or info-level logging.
  •          Identify first-line checks when synchronisation does not produce the expected result.
  •          Use logging to investigate scope, matching, import, export, and communication issues.

 

Configure remote connectivity

  •          Explain the purpose of the PowerSyncPro Remote Sync Agent.
  •          Identify when a Remote Sync Agent is required, such as when direct Active Directory connectivity is unavailable.
  •          Describe the approval and configuration requirements for the Remote Sync Agent.
  •          Explain how the Remote Sync Agent supports synchronisation in restricted or segmented network environments.

 

Configure password synchronisation

  •          Explain the purpose of the Password Agent.
  •          Identify where the Password Sync Agent is installed and configured.
  •          Describe requirements for modern password synchronisation between Active Directory domains.
  •          Distinguish modern password synchronisation scenarios from Migration Agent scenarios.
  •          Explain key prerequisites and operational considerations for AD-to-AD password synchronisation.

 

Understand Active Directory and Microsoft Entra ID integration

  •          Identify communication requirements between the PowerSyncPro service and Active Directory domain controllers.
  •          Describe LDAP connectivity considerations, including the default LDAP communication port.
  •          Explain why Microsoft Entra ID integration requires appropriate permissions such as Directory.Read.All.
  •          Describe support considerations for Microsoft Entra ID environments, including GCC High where applicable.

 

Use staging mode safely

  •          Explain the purpose of staging mode.
  •          Identify which operations are prevented when staging mode is enabled.
  •          Describe configuration replication considerations when using a staging server.
  •          Explain how staging mode can support safe testing, validation, and operational resilience.

 

Plan for deletion, recovery, and target structure

  •          Explain the impact of removing an object from scope when target object deletion is enabled.
  •          Describe what can happen when an object is deleted in the source directory.
  •          Explain why the Active Directory Recycle Bin is important in recovery scenarios.
  •          Describe the implications of unmapped attributes during synchronisation.
  •          Explain target container creation behaviour.
  •          Distinguish between flat and hierarchical target directory structures.
  •          Identify workgroup and OU edge cases, including workgroup device import limitations and OU creation behaviour.

Understand SIDHistory synchronisation prerequisites

  •          Describe the purpose of SIDHistory synchronisation between Active Directory domains.
  •          Identify required configuration prerequisites for SIDHistory synchronisation.
  •          Explain the required local group naming convention for the source domain.
  •          Recognise when SIDHistory synchronisation requires additional planning, permissions, and validation.

 

Certification and badge

Candidates who pass the PowerSyncPro Directory Synchronisation Intermediate Level 200 exam receive an official PowerSyncPro certification certificate.

Successful candidates also receive a Credly digital badge, which can be used to verify and share their PowerSyncPro certification achievement online.

 

Prepare for the exam

Candidates should review the PowerSyncPro documentation, product demonstrations, and supporting knowledge base material before attempting the exam. Candidates should be comfortable with Level 100 Directory Sync concepts and should also understand how PowerSyncPro behaves during real-world operational use.

Candidates should be prepared to troubleshoot scope and matching issues, interpret synchronisation logs, understand full and delta import behaviour, work with schema refreshes, recognise remote and password agent scenarios, explain staging mode implications, and make safe configuration decisions in customer environments.

Resources

Candidates preparing for the PowerSyncPro Directory Synchronisation Intermediate Level 200 exam should review the following resources:

 


 

These resources provide supporting information on PowerSyncPro concepts, product architecture, configuration, operational behaviour, and example Directory Sync scenarios. Candidates are encouraged to review the documentation and demonstration material before attempting the exam.

The PowerSyncPro Directory Synchronisation Practitioner Level 300 exam validates advanced, scenario-based knowledge of PowerSyncPro Directory Sync design, configuration, validation, troubleshooting, and safe operation in complex customer environments.

Candidates for this exam should already be proficient in the Level 100 and Level 200 Directory Sync content areas, including directory profiles, sync profiles, matching, mapping, scoping, expressions, scheduling, What If reports, Remote Sync Agents, Password Agents, staging mode, deletion safeguards, and operational troubleshooting.

This exam builds on those foundations by assessing the candidate’s ability to apply PowerSyncPro Directory Sync features in complex real-world migration, coexistence, and transformation scenarios. Candidates should be able to interpret configuration examples, identify misconfigurations, evaluate risks, choose safe remediation paths, and understand the consequences of configuration changes.

This exam is intended for experienced administrators, engineers, consultants, and migration specialists who design, configure, troubleshoot, or operate PowerSyncPro Directory Sync in customer environments.

At a glance

Area

Details

Level

Practitioner / Level 300

Product

PowerSyncPro Directory Sync

Audience

Experienced administrators, engineers, consultants, and migration specialists

Prerequisite knowledge

PowerSyncPro Directory Synchronisation Fundamentals Level 100 and Intermediate Level 200

Focus

Advanced scoping, expression design, matching rules, scale, deletion safety, remote connectivity, password sync, SIDHistory, and practitioner troubleshooting

Credential

PowerSyncPro Directory Synchronisation Level 300 certification and Credly digital badge

 

Skills measured

Candidates should be able to:

Design advanced scoping logic

  •           Design synchronisation scope using OU scope, inclusion attributes, exclusion attributes, and Complex Expressions.
  •          Identify when basic OU scoping or attribute-based scoping is sufficient.
  •          Identify when a scoping Complex Expression is required.
  •          Combine multiple scoping conditions, such as enabled status, email domain, department, location, and attribute presence.
  •          Explain how inclusion and exclusion rules interact.
  •          Explain why an otherwise included object may be removed from scope by an exclusion rule.
  •          Evaluate the effect of scoping changes before export.

 

Build and interpret advanced expressions

  •          Interpret and construct Simple Expressions and Complex Expressions.
  •          Use C#-style expression syntax in supported expression scenarios.
  •          Use conditional logic to control matching, mapping, scoping, import filtering, and export filtering.
  •          Handle null, empty, or missing attribute values safely.
  •          Use string manipulation techniques such as replacement, concatenation, splitting values, truncation, and case handling.
  •          Explain Simple Expression behaviour, including truncation, first-match processing, stop processing, and target value transformation.
  •          Identify how incorrect expression design can cause unexpected inclusion, exclusion, matching, or attribute transformation outcomes.

 

Design safe matching rules

  •          Explain how multiple matching rules are ordered and evaluated.
  •          Design matching rules that reduce the risk of incorrect matches and duplicate objects.
  •          Explain why stable and unique attributes should be preferred for matching.
  •          Identify the risks of broad or weak matching rules.
  •          Explain Create Only matching requirements.
  •          Evaluate matching scenarios where source and target attribute formats differ.
  •          Identify when a matching rule could incorrectly match and update the wrong target object.

 

Optimise synchronisation for large directories

  •          Explain why Import Object Types should be carefully configured in large directories.
  •          Identify unnecessary object import and its effect on performance and manageability.
  •          Design sync profile configuration that reduces avoidable processing.
  •          Understand the operational impact of scale on imports, sync processing, reports, and troubleshooting.
  •          Recognise when performance issues may be caused by overly broad scope or unnecessary object types.

 

Validate synchronisation using What If reports

  • Interpret What If reports in advanced scenarios.
  • Identify create, update, match, and delete actions before export.
  • Use What If results to validate scope changes and configuration changes.
  • Recognise potentially dangerous export actions.
  • Explain how What If reports support safe change control in customer environments.

 

Manage deletion safety and recovery

  •          Explain the behaviour of Delete Target Objects.
  •          Explain why out-of-scope objects may be marked for deletion.
  •          Describe how the Export Deletion Threshold provides mass-deletion protection.
  •          Explain what happens when the Export Deletion Threshold is exceeded.
  •          Assess the recovery implications of deleting or removing objects from scope.
  •          Relate deletion behaviour to available recovery options, such as Active Directory Recycle Bin.
  •          Choose safe remediation paths when unexpected deletions appear in What If or export results.

 

Configure target object visibility and mail behaviour

  •          Explain how Mail Enabled Options affect target user visibility.
  •          Describe how mail-enabled configuration can affect Global Address List visibility.
  •          Identify how incorrect mail-related configuration can affect the target user experience.
  •          Explain SMTP and address-list behaviour in target directory outcomes.
  •          Recognise when directory objects have been created successfully but are not visible or usable as expected because of mail-related configuration.
  •          Understand contact conversion scenarios, including converting existing contacts into users or groups without creating duplicates.

Design remote and distributed connectivity

  •          Explain when a Remote Sync Agent is required.
  •          Design synchronisation for isolated or disconnected Active Directory environments.
  •          Explain how the Remote Sync Agent supports environments where direct PowerSyncPro-to-domain-controller connectivity is unavailable.
  •          Explain when a Proxy Agent is required.
  •          Identify environments where agents cannot communicate directly with the PowerSyncPro server.
  •          Describe the operational considerations of distributed agent deployment.

 

Configure and troubleshoot Modern Password Sync

  •          Explain Modern Password Sync behaviour at a practitioner level.
  •          Describe how password changes are processed when using the Remote Password Agent.
  •          Explain real-time password processing considerations.
  •          Identify the impact of target password policies on password synchronisation outcomes.
  •          Distinguish password synchronisation behaviour from Migration Agent scenarios.
  •          Troubleshoot common password synchronisation design or configuration issues.

 

Configure and troubleshoot SIDHistory synchronisation

  •          Explain SIDHistory synchronisation requirements between Active Directory domains.
  •          Identify required domain configuration for SIDHistory synchronisation.
  •          Describe the required local group naming convention.
  •          Identify required service account memberships.
  •          Explain PDC Emulator requirements.
  •          Explain RPC connectivity requirements.
  •          Understand LDAP and LDAPS assumptions in SIDHistory scenarios.
  •          Troubleshoot SIDHistory synchronisation failures using configuration, permissions, role placement, and connectivity checks.

 

Apply practitioner-level troubleshooting judgement

  •          Interpret screenshots and configuration examples.
  •          Identify misconfigurations from symptoms, reports, or user interface evidence.
  •          Explain the likely consequence of a configuration change.
  •          Choose the safest remediation path.
  •          Recognise when a configuration issue could cause incorrect matches, duplicate objects, missing objects, unexpected deletions, poor performance, or target user experience issues.
  •          Apply PowerSyncPro Directory Sync features appropriately in complex migration and coexistence projects.

 

Certification and badge

Candidates who pass the PowerSyncPro Directory Synchronisation Practitioner Level 300 exam receive an official PowerSyncPro certification certificate.

Successful candidates also receive a Credly digital badge, which can be used to verify and share their PowerSyncPro certification achievement online.

 

Prepare for the exam

Candidates should review the PowerSyncPro documentation, product demonstrations, and supporting knowledge base material before attempting the exam. Candidates should be comfortable with the Level 100 and Level 200 Directory Sync content areas before attempting the Practitioner Level 300 exam.

Candidates should be prepared to apply Directory Sync concepts to realistic customer scenarios. This includes designing advanced scope, building and interpreting expressions, validating matching logic, optimising large-directory synchronisation, interpreting What If reports, managing deletion safety, understanding mail visibility outcomes, designing remote and distributed connectivity, troubleshooting Modern Password Sync, and validating SIDHistory prerequisites.

Candidates should also be prepared for scenario-based questions where more than one configuration option may appear possible, but only one option represents the safest or most appropriate operational decision.

Resources

Candidates preparing for the PowerSyncPro Directory Synchronisation Intermediate Level 300 exam should review the following resources:

 

 

 

These resources provide supporting information on PowerSyncPro concepts, product architecture, configuration, operational behaviour, and example Directory Sync scenarios. Candidates are encouraged to review the documentation and demonstration material before attempting the exam.

 

Apply for PowerSyncPro certification

Apply for PowerSyncPro certification