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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

Assigning SharePoint Online groups to SharePoint Online roles

In order for SharePoint Online user groups to obtain permissions for individual websites, assign SharePoint Online roles to the groups. SharePoint Online roles and groups must belong to the same site collection.

NOTE: SharePoint Online roles with the Hidden option enabled that reference permission levels, cannot be assigned to groups.

To assign groups to a SharePoint Online role

  1. In the Manager, select the SharePoint Online | Roles category.

  2. Select the role in the result list.

  3. Select the Assign groups task.

  4. In the Add assignments pane, assign groups.

    TIP: In the Remove assignments pane, you can remove the assignment of groups.

    To remove an assignment

    • Select the group and double-click .
  5. Save the changes.
Related topics

Effectiveness of SharePoint Online entitlement assignments

Table 15: Configuration parameters for conditional inheritance
Configuration parameter Effect when set

QER | Structures | Inherite | GroupExclusion

Preprocessor relevant configuration parameter for controlling effectiveness of group memberships. If the parameter is set, memberships can be reduced on the basis of exclusion definitions. Changes to this parameter require the database to be recompiled.

When groups are assigned to user accounts an employee may obtain two or more groups, which are not permitted in this combination. To prevent this, you can declare mutually exclusive groups. To do this, you specify which of the two groups should apply to the user accounts if both are assigned.

It is possible to assign an excluded group at any time either directly, indirectly, or with an IT Shop request. One Identity Manager determines whether the assignment is effective.

NOTE:

  • You cannot define a pair of mutually exclusive groups. That means, the definition "Group A excludes group B" AND "Group B excludes groups A" is not permitted.
  • You must declare each group to be excluded from a group separately. Exclusion definitions cannot be inherited.

The effectiveness of the assignments is mapped in the O3SUserInO3SGroup and O3SBaseTreeHasGroup tables by the XIsInEffect column.

Example of the effect of group memberships
  • Group A is assigned through the "Marketing" department, group B through "Finance", and group C through the "Control group" business role.

Clara Harris has a user account in this site collection. She primarily belongs to the "Marketing" department. The "Control group" business role and the "Finance" department are assigned to her secondarily. Without an exclusion definition, the user account obtains all the permissions of groups A, B, and C.

By using suitable controls, you want to prevent an employee from obtaining authorizations of groups A and group B at the same time. That means, groups A, B, and C are mutually exclusive. A user, who is a member of group C cannot be a member of group B at the same time. That means, groups B and C are mutually exclusive.

Table 16: Specifying excluded groups (O3SGroupExclusion table)

Effective group

Excluded group

Group A

Group B

Group A

Group C

Group B

Table 17: Effective assignments

Employee

Member in role

Effective group

Ben King

Marketing

Group A

Jan Bloggs

Marketing, finance

Group B

Clara Harris

Marketing, finance, control group

Group C

Jenny Basset

Marketing, control group

Group A, Group C

Only the group C assignment is in effect for Clara Harris. It is published in the target system. If Clara Harris leaves the "control group" business role at a later date, group B also takes effect.

The groups A and C are in effect for Jenny Basset because the groups are not defined as mutually exclusive. If this should not be allowed, define further exclusion for group C.

Table 18: Excluded groups and effective assignments

Employee

Member in role

Assigned group

Excluded group

Effective group

Jenny Basset

 

Marketing

Group A

 

Group C

 

Control group

Group C

Group B

Group A

Prerequisites
  • The QER | Structures | Inherite | GroupExclusion configuration parameter is set.

  • Mutually exclusive groups belong to the same site collection.

To exclude a group

  1. In the Manager, select the SharePoint Online | Groups category.

  2. Select a group in the result list.
  3. Select the Exclude groups task.

  4. In the Add assignments pane, assign the groups that are mutually exclusive to the selected group.

    - OR -

    In the Remove assignments pane, remove the groups that are not longer mutually exclusive.

  5. Save the changes.

SharePoint Online group inheritance based on categories

In One Identity Manager, groups can be selectively inherited by user accounts. For this purpose, the groups and the user accounts are divided into categories. The categories can be freely selected and are specified using a mapping rule. Each category is given a specific position within the template. The template contains two tables; the user account table and the group table. Use the user account table to specify categories for target system dependent user accounts. In the group table enter your categories for the target system-dependent groups. Each table contains the Position 1 to Position 31 category positions.

Every user account can be assigned to one or more categories. Each group can also be assigned to one or more categories. The group is inherited by the user account when at least one user account category items matches an assigned group. The group is also inherited by the user account if the group or the user account is not put into categories.

NOTE: Inheritance through categories is only taken into account when groups are assigned indirectly through hierarchical roles. Categories are not taken into account when groups are directly assigned to user accounts.
Table 19: Category examples
Category item Categories for user accounts Categories for groups
1 Default user Default permissions
2 System users System user permissions
3 System administrator System administrator permissions

Figure 2: Example of inheriting through categories.

To use inheritance through categories

  • Define the categories in the site collection.
  • Assign categories to user accounts through their master data.
  • Assign categories to groups through their master data.
Related topics

Overview of all assignments

The Overview of all assignments report is displayed for some objects, such as authorizations, compliance rules, or roles. The report finds all the roles, for example, departments, cost centers, locations, business roles, and IT Shop structures in which there are employees who own the selected base object. In this case, direct as well as indirect base object assignments are included.

Examples
  • If the report is created for a resource, all roles are determined in which there are employees with this resource.
  • If the report is created for a group or another system entitlement, all roles are determined in which there are employees with this group or system entitlement.
  • If the report is created for a compliance rule, all roles are determined in which there are employees who violate this compliance rule.
  • If the report is created for a department, all roles are determined in which employees of the selected department are also members.
  • If the report is created for a business role, all roles are determined in which employees of the selected business role are also members.

To display detailed information about assignments

  • To display the report, select the base object from the navigation or the result list and select the Overview of all assignments report.
  • Click the Used by button in the report toolbar to select the role class for which you want to determine whether roles exist that contain employees with the selected base object.

    All the roles of the selected role class are shown. The color coding of elements identifies the role in which there are employees with the selected base object. The meaning of the report control elements is explained in a separate legend. To access the legend, click the icon in the report's toolbar.

  • Double-click a control to show all child roles belonging to the selected role.
  • By clicking the button in a role's control, you display all employees in the role with the base object.
  • Use the small arrow next to to start a wizard that allows you to bookmark this list of employees for tracking. This creates a new business role to which the employees are assigned.

Figure 3: Toolbar of the Overview of all assignments report.

Table 20: Meaning of icons in the report toolbar

Icon

Meaning

Show the legend with the meaning of the report control elements

Saves the current report view as a graphic.

Selects the role class used to generate the report.

Displays all roles or only the affected roles.

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