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Identity Manager 8.2.1 - Administration Guide for Connecting to SharePoint

Navegación de contenido

Managing SharePoint environments

Architecture overview One Identity Manager users for managing SharePoint Claims-based authentication

Setting up SharePoint farm synchronization

Users and permissions for synchronizing with a SharePoint farm Setting up the synchronization server Creating a synchronization project for initial synchronization of a SharePoint farm Special synchronization cases for valid permissions Displaying synchronization results Customizing the synchronization configuration

How to configure SharePoint synchronization Configuring synchronization of several SharePoint farms Changing system connection settings of SharePoint farms

Editing connection parameters in the variable set Editing target system connection properties

Updating schemas

Speeding up synchronization with revision filtering Post-processing outstanding objects Configuring the provisioning of memberships Configuring single object synchronization Accelerating provisioning and single object synchronization Help for analyzing synchronization issues Disabling synchronization Synchronizing single objects Ignoring data error in synchronization

Basic data for managing a SharePoint environment

Authentication modes Prefixes Zones and alternative URLs SharePoint site templates SharePoint permissions SharePoint quotas SharePoint languages Editing a server

Main data for a Job server Specifying server functions

Target system managers Setting up account definitions

Creating an account definition

Main data for an account definition

Creating manage levels

Main data for manage levels

Creating a formatting rule for IT operating data Collecting IT operating data Modify IT operating data Assigning account definitions to employees

Assigning account definitions to departments, cost centers, and locations Assigning account definitions to business roles Assigning account definitions to all employees Assigning account definitions directly to employees Assigning account definitions to system roles Adding account definitions to the IT Shop

Assigning account definitions to a target system Deleting an account definition

SharePoint farms

General main data of a SharePoint farm Editing synchronization projects

SharePoint web applications SharePoint site collections and sites

SharePoint site collections

General main data of a site collection Specifying categories for inheriting SharePoint groups

SharePoint sites

General main data of a site Address data for a site Site design properties Additional tasks for managing sites Passing on permissions to child sites

Setting up SharePoint site collections and sites

SharePoint user accounts

Supported user account types Entering main data of SharePoint user accounts

Group authenticated user account main data User authenticated user account main data

Additional tasks for managing SharePoint user accounts

Displaying the SharePoint user account overview Assigning SharePoint groups directly to a SharePoint user account Assigning SharePoint roles directly to user accounts Assigning extended properties

Using custom authentication modes Assigning employees automatically to SharePoint user accounts

Editing search criteria for automatic employee assignment

Deleting and restoring SharePoint user accounts

SharePoint roles and groups

SharePoint groups

Entering main data of SharePoint groups Assigning SharePoint groups to SharePoint user accounts

Assigning SharePoint groups to departments, cost centers and locations Assigning SharePoint groups to business roles Assigning SharePoint user accounts directly to a SharePoint group Assigning SharePoint roles to SharePoint groups Adding SharePoint groups to system roles Adding SharePoint groups to the IT Shop Adding SharePoint groups automatically to the IT Shop

Additional tasks for managing SharePoint groups

Displaying an overview of SharePoint groups Effectiveness of group memberships SharePoint group inheritance based on categories Assigning extended properties to SharePoint groups

Deleting SharePoint groups Default solutions for requesting SharePoint groups

Adding SharePoint groups SharePointRequesting Groups Memberships

SharePoint roles and permission levels

Entering main data of SharePoint permission levels Additional tasks for managing SharePoint permission levels

Displaying the SharePoint permission level overview Assigning permissions

Special synchronization cases for valid permissions Entering main data of SharePoint roles Assigning SharePoint roles to SharePoint user accounts

Assigning SharePoint roles to departments, cost centers and locations Assigning SharePoint roles to business roles Assigning SharePoint user accounts directly to a SharePoint role Assigning SharePoint groups to SharePoint roles Adding SharePoint roles to system roles Adding SharePoint roles to the IT Shop

Additional tasks for managing SharePoint roles

Displaying the SharePoint rules overview Effectiveness of SharePoint roles Assigning extended properties to SharePoint roles

Deleting SharePoint roles and permission levels

Permissions for SharePoint web applications

SharePoint permission policies SharePoint user policies

Reports about SharePoint objects

Overview of all assignments

Configuration parameters for managing a SharePoint environment Default project template for SharePoint

Assigning SharePoint groups to departments, cost centers and locations

Assign groups to departments, cost centers, and locations in order to assign user accounts to them through these organizations.

To assign a group to departments, cost centers, or locations (non role-based login)

In the Manager, select the SharePoint > Groups category.
Select the group in the result list.
Select the Assign organizations task.
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 .
Save the changes.

To assign groups to a department, a cost center, or a location (non role-based login or role-based login)

In the Manager, select the Organizations > Departments category.

- OR -

In the Manager, select the Organizations > Cost centers category.

- OR -

In the Manager, select the Organizations > Locations category.
Select the department, cost center, or location in the result list.
Select the Assign SharePoint groups task.
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 .
Save the changes.

Related topics

Assigning SharePoint groups to business roles

Installed modules:

Business Roles Module

You assign groups to business roles in order to assign them to user accounts though business roles.

To assign a group to a business role (non role-based login)

In the Manager, select the SharePoint > Groups category.
Select the group in the result list.
Select the Assign business roles task.
In the Add assignments pane, select the role class and assign business roles.
TIP: In the Remove assignments pane, you can remove assigned business roles.

To remove an assignment
- Select the business role and double-click .
Save the changes.

To assign groups to a business role (non role-based login or role-based login)

In the Manager, select the Business roles > <role class> category.
Select the business role in the result list.
Select the Assign SharePoint groups task.
In the Add assignments pane, assign the groups.
TIP: In the Remove assignments pane, you can remove the assignment of groups.

To remove an assignment
- Select the group and double-click .
Save the changes.

Related topics

Assigning SharePoint user accounts directly to a SharePoint group

Groups can be assigned directly or indirectly to user accounts. Indirect assignment can only be used for user authenticated user accounts. Direct assignment can only be used for group and user authenticated user accounts.

User accounts and groups must belong to the same site collection.

To assign a group directly to user accounts

Select the SharePoint > Groups category.
Select the group in the result list.
Select the Assign user accounts task.
In the Add assignments pane, assign user accounts.
- OR -

In the Remove assignments pane, remove user accounts.
Save the changes.

Related topics

Assigning SharePoint roles to SharePoint groups

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

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

To assign SharePoint roles to a group

Select the SharePoint > Groups category.
Select the group in the result list.
Select the Assign SharePoint roles task.
In the Add assignments pane, assign roles.
- OR -

In the Remove assignments pane, remove the roles.
Save the changes.

Related topics

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