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Identity Manager 9.1 - Administration Guide for Connecting to SharePoint Online

Mapping a SharePoint Online environment in One Identity Manager Synchronizing a SharePoint Online environment
Setting up initial synchronization with a SharePoint Online tenant SharePoint Online synchronization features Customizing the synchronization configuration Running synchronization Tasks following synchronization Troubleshooting Ignoring data error in synchronization Pausing handling of target system specific processes (Offline mode)
Managing SharePoint Online user accounts and employees Managing 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 Setting up SharePoint Online site collections and sites Reports about SharePoint Online objects
Handling of SharePoint Online objects in the Web Portal Basic data for managing a SharePoint Online environment Troubleshooting a SharePoint Online connection Configuration parameters for managing SharePoint Online Default project template for SharePoint Online Editing system objects

Creating mapping rules for IT operating data

An account definition specifies which rules are used to form the IT operating data and which default values will be used if no IT operating data can be found through the employee's primary roles.

The following IT operating data is used in the One Identity Manager default configuration for automatically creating user accounts for an employee in the target system and modifying them.

  • SharePoint Online authentication mode

  • Groups can be inherited

  • Roles can be inherited

  • Privileged user account.

To create a mapping rule for IT operating data

  1. In the Manager, select the SharePoint Online > Basic configuration data > Account definitions > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Edit IT operating data mapping task.

  4. Click Add and enter the following information:

    • Column: User account property for which the value is set. In the menu, you can select the columns that use the TSB_ITDataFromOrg script in their template.

    • Source: Specifies which roles to use in order to find the user account properties. You have the following options:

      • Primary department

      • Primary location

      • Primary cost center

      • Primary business roles

        NOTE: The business role can only be used if the Business Roles Module is available.

      • Empty

        If you select a role, you must specify a default value and set the Always use default value option.

    • Default value: Default value of the property for an employee's user account if the value is not determined dynamically from the IT operating data.

    • Always use default value: Specifies whether the user account property is always set with the default value. IT operating data is not determined dynamically from a role.

    • Notify when applying the default: Specifies whether an email is sent to a specific mailbox when the default value is used. The Employee - new user account with default properties created mail template is used.

      To change the mail template, in the Designer, adjust the TargetSystem | SharePoint Online | Accounts | MailTemplateDefaultValues configuration parameter.

  5. Save the changes.

Entering IT operating data

To create user accounts with the Full managed manage level, the required IT operating data must be determined. The operating data required to automatically supply an employee with IT resources is shown in the business roles, departments, locations, or cost centers. An employee is assigned a primary business role, primary location, primary department, or primary cost center. The necessary IT operating data is ascertained from these assignments and used in creating the user accounts. Default values are used if valid IT operating data cannot be found over the primary roles.

You can also specify IT operating data directly for a specific account definition.

Example:

Normally, each employee in department A obtains a default user account in the tenant A. In addition, certain employees in department A obtain administrative user accounts in the tenant A.

Create an account definition A for the default user account of the tenant A and an account definition B for the administrative user account of tenant A.In the IT operating data mapping rule for the account definitions A and B, specify the Department property in order to determine the valid IT operating data.

Specify the effective IT operating data of department A for the tenant A. This IT operating data is used for standard user accounts. In addition, for department A, specify the effective IT operating data of account definition B. This IT operating data is used for administrative user accounts.

To define IT operating data

  1. In the Manager, select the role in the Organizations or Business roles category.

  2. Select the Edit IT operating data task.

  3. Click Add and enter the following data.

    • Effects on: Specify an IT operating data application scope. The IT operating data can be used for a target system or a defined account definition.

      To specify an application scope

      1. Click next to the field.

      2. Under Table, select the table that maps the target system for select the TSBAccountDef table or an account definition.

      3. Select the specific target system or account definition under Effects on.

      4. Click OK.

    • Column: Select the user account property for which the value is set.

      In the menu, you can select the columns that use the TSB_ITDataFromOrg script in their template.

    • Value: Enter a fixed value to assign to the user account's property.

  4. Save the changes.
Related topics

Assigning account definitions to employees

Account definitions are assigned to company employees.

Indirect assignment is the default method for assigning account definitions to employees. Account definitions are assigned to departments, cost centers, locations, or roles. The employees are categorized into these departments, cost centers, locations, or roles depending on their function in the company and thus obtain their account definitions. To react quickly to special requests, you can assign individual account definitions directly to employees.

You can automatically assign special account definitions to all company employees. It is possible to assign account definitions to the IT Shop as requestable products. Department managers can then request user accounts from the Web Portal for their staff. It is also possible to add account definitions to system roles. These system roles can be assigned to employees through hierarchical roles or added directly to the IT Shop as products.

In the One Identity Manager default installation, the processes are checked at the start to see if the employee already has a user account in the target system that has an account definition. If no user account exists, a new user account is created with the account definition’s default manage level.

NOTE: If a user account already exists and is disabled, then it is re-enabled. In this case, you must change the user account manage level afterward.

NOTE: As long as an account definition for an employee is valid, the employee retains the user account that was created by it. If the account definition assignment is removed, the user account that was created from this account definition, is deleted.

Prerequisites for indirect assignment of account definitions to employees

  • Assignment of employees and account definitions is permitted for role classes (departments, cost centers, locations, or business roles).

ClosedAllow assignments to role classes of departments, cost centers, locations, or roles

For more information about preparing role classes to be assigned, see the One Identity Manager Identity Management Base Module Administration Guide.

Detailed information about this topic

Assigning account definitions to departments, cost centers, and locations

To add account definitions to hierarchical roles

  1. In the Manager, select the SharePoint Online > Basic configuration data > Account definitions > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Assign organizations task.

  4. In the Add assignments pane, assign the organizations:

    • On the Departments tab, assign departments.

    • On the Locations tab, assign locations.

    • On the Cost centers tab, assign cost centers.

    TIP: In the Remove assignments pane, you can remove assigned organizations.

    To remove an assignment

    • Select the organization and double-click .

  5. Save the changes.
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