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Identity Manager 8.1.4 - Administration Guide for Connecting to SharePoint Online

Mapping a SharePoint Online environment in One Identity Manager Synchronizing a SharePoint Online environment Managing SharePoint Online user accounts and employees Managing the assignments of SharePoint Online groups and roles Mapping of SharePoint Online objects in One Identity Manager
SharePoint Online tenants SharePoint Online user accounts SharePoint Online groups SharePoint Online permission levels SharePoint Online site collections SharePoint Online sites SharePoint Online roles
Handling of SharePoint Online objects in the Web Portal Basic data for managing a SharePoint Online environment Configuration parameters for managing SharePoint Online Default project template for SharePoint Online Editing system objects About us

Information required for setting up a synchronization project

Have the following information available for setting up a synchronization project.

Table 4: Information required for setting up a synchronization project
Data Explanation

Name of the base domain

Name of the Azure Active Directory base domain without .onmicrosoft.com.

User account and password for logging in

User account and password for logging in to SharePoint Online.

Example:

<user name of the synchronization user>@yourorganization.onmicrosoft.com

Make a user account available with sufficient permissions. For more information, see Users and permissions for synchronizing with SharePoint Online.

Synchronization server for SharePoint Online

All One Identity Manager Service actions are executed against the target system environment on the synchronization server. Data entries required for synchronization and administration with the One Identity Manager database are processed by the synchronization server.

The One Identity Manager Service with the SharePoint Online connector must be installed on the synchronization server.

Table 5: Properties of the Job server
Property Value
Server function SharePoint Online connector
Machine role Server | Job server | SharePoint Online

For more information, see Setting up the SharePoint Online synchronization server.

One Identity Manager database connection data

  • Database server

  • Database

  • SQL Server login and password

  • Specifies whether integrated Windows authentication is used. This type of authentication is not recommended. If you decide to use it anyway, ensure that your environment supports Windows authentication.

Remote connection server

For more information, see Preparing a remote connection server for access to the SharePoint Online tenant.

Creating an initial synchronization project for SharePoint Online

NOTE: The following sequence describes how to configure a synchronization project if the Synchronization Editor is both:

  • Executed in default mode

  • Started from the Launchpad

If you execute the project wizard in expert mode or directly from the Synchronization Editor, additional configuration settings can be made. Follow the project wizard instructions through these steps.

To set up an initial synchronization project for a SharePoint Online tenant

  1. Start the Launchpad and log in to the One Identity Manager database.

    NOTE: If synchronization is executed by an application server, connect the database through the application server.

  2. Select the Target system type SharePoint Online entry and click Start.

    This starts the Synchronization Editor's project wizard.

  1. On the System access page, specify how One Identity Manager can access the target system.

    • If access is possible from the workstation on which you started the Synchronization Editor, do not change any settings.

    • If access is not possible from the workstation on which you started the Synchronization Editor, you can set up a remote connection.

      Enable the Connect using remote connection server option and select the server to be used for the connection under Job server.

  1. Enter the following login data on the Enter connection credentials page to connect to SharePoint Online.

    • Base domain: Enter the name of the Azure Active Directory base domain without .onmicrosoft.com.

    • User name: Enter the fully qualified domain name of the user account for logging in to SharePoint Online using the following format: user@domain.

      Example:

      <user name of the synchronization user>@yourorganization.onmicrosoft.com

    • Password: Enter the pass word of the user account.
  2. You can save the connection data on the last page of the system connection wizard.
    • Set the Save connection locally option to save the connection data. This can be reused when you set up other synchronization projects.
    • Click Finish, to end the system connection wizard and return to the project wizard.

  1. On the One Identity Manager Connection tab, test the data for connecting to the One Identity Manager database. The data is loaded from the connected database. Reenter the password.

    NOTE: If you use an unencrypted One Identity Manager database and have not yet saved any synchronization projects to the database, you need to enter all connection data again. This page is not shown if a synchronization project already exists.

  2. The wizard loads the target system schema. This may take a few minutes depending on the type of target system access and the size of the target system.

  1. On the Restrict target system access page, specify how system access should work. You have the following options:
    Table 6: Specify target system access
    Option Meaning

    Read-only access to target system.

    Specifies that a synchronization workflow is only to be set up for the initial loading of the target system into the One Identity Manager database.

    The synchronization workflow has the following characteristics:

    • Synchronization is in the direction of One Identity Manager.
    • Processing methods in the synchronization steps are only defined for synchronization in the direction of One Identity Manager.

    Read/write access to target system. Provisioning available.

    Specifies whether a provisioning workflow is to be set up in addition to the synchronization workflow for the initial loading of the target system.

    The provisioning workflow displays the following characteristics:

    • Synchronization is in the direction of the Target system.
    • Processing methods are only defined in the synchronization steps for synchronization in the direction of the Target system.
    • Synchronization steps are only created for such schema classes whose schema types have write access.
  1. On the Synchronization server page, select a synchronization server to execute synchronization.

    If the synchronization server is not declared as a Job server in the One Identity Manager database yet, you can add a new Job server.

    1. Click to add a new Job server.

    2. Enter a name for the Job server and the full server name conforming to DNS syntax.

    3. Click OK.

      The synchronization server is declared as a Job server for the target system in the One Identity Manager database.

      NOTE: After you save the synchronization project, ensure that this server is set up as a synchronization server.
  1. To close the project wizard, click Finish.

    The synchronization project is created, saved, and enabled immediately.

    NOTE: If enabled, a consistency check is carried out. If errors occur, a message appears. You can decide whether the synchronization project can remain activated or not.

    Check the errors before you use the synchronization project. To do this, in the General view on the Synchronization Editor‘s start page, click Verify project.

    NOTE: If you do not want the synchronization project to be activated immediately, disable the Activate and save the new synchronization project automatically option. In this case, save the synchronization project manually before closing the Synchronization Editor.

IMPORTANT: After you have set up the synchronization project, you must adjust the setting for the target system scope in the Synchronization Editor.

The scope should only include site collections in which the applicable synchronization user is entered in the SharePoint Online administration interface as the site collection administrator.  There is no default user in SharePoint Online.

If the scope is not correctly set up, site collections cannot be loaded and synchronization is stopped.

To exclude site collections from the scope of a SharePoint Online synchronization project

  1. Open the Synchronization Editor.
  2. Select the Configuration | Target system category.
  3. Select the Scope view.
  4. Click Edit scope. A list of site collections appears on the right-hand side.
  5. In the list, select only the site collections for which the synchronization user is the same as the administrator in SharePoint Online.
  6. Click Commit to database to save your changes.
Related topics

Configuring the synchronization log

All the information, tips, warnings, and errors that occur during synchronization are recorded in the synchronization log. You can configure the type of information to record separately for each system connection.

To configure the content of the synchronization log

  1. To configure the synchronization log for target system connection, select the Configuration | Target system category in Synchronization Editor.

    - OR -

    To configure the synchronization log for the database connection, select the Configuration | Synchronization Editor connection category in One Identity Manager.

  2. Select the General view and click Configure.

  3. Select the Synchronization log view and set Create synchronization log.

  4. Enable the data to be logged.

    NOTE: Some content generates a particularly large volume of log data!

    The synchronization log should only contain data required for error analysis and other analyzes.

  5. Click OK.

Synchronization logs are stored for a fixed length of time.

To modify the retention period for synchronization logs

  • In the Designer, enable the DPR | Journal | LifeTime configuration parameter and enter the maximum retention period.

Related topics

SharePoint Online synchronization features

There are a number of features for synchronizing SharePoint Online environments, which are described here.

  • Only one SharePoint Online tenant is supported pro synchronization project. You cannot add more base objects.

  • The target system schema in One Identity Manager cannot be extended.

  • After you have set up the synchronization project, you must adjust the setting for the target system scope in Synchronization Editor.

    The scope should only include site collections in which the applicable synchronization user is entered in the SharePoint Online administration interface as the site collection administrator.  There is no default user in SharePoint Online.

    If the scope is not correctly set up, site collections cannot be loaded and synchronization is stopped.

    To exclude site collections from the scope of a SharePoint Online synchronization project

    1. Open the Synchronization Editor.
    2. Select the Configuration | Target system category.
    3. Select the Scope view.
    4. Click Edit scope. A list of site collections appears on the right-hand side.
    5. In the list, select only the site collections for which the synchronization user is the same as the administrator in SharePoint Online.
    6. Click Commit to database to save your changes.
Related topics
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