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Identity Manager 9.1 - Administration Guide for Connecting to SharePoint

Managing SharePoint environments Setting up SharePoint farm synchronization Basic data for managing a SharePoint environment SharePoint farms SharePoint web applications SharePoint site collections and sites SharePoint user accounts SharePoint roles and groups
SharePoint groups SharePoint roles and permission levels
Permissions for SharePoint web applications Reports about SharePoint objects Configuration parameters for managing a SharePoint environment Default project template for SharePoint

Synchronizing single objects

Individual objects can only be synchronized if the object is already present in the One Identity Manager database. The changes are applied to the mapped object properties. If a membership list belongs to one of these properties, the entries in the assignment table will also be updated.

NOTE: If the object is no longer present in the target system, then it is deleted from the One Identity Manager database.

To synchronize a single object

  1. In the Manager, select the SharePoint category.

  2. Select the object type in the navigation view.

  3. In the result list, select the object that you want to synchronize.

  4. Select the Synchronize this object task.

    A process for reading this object is entered in the job queue.

Features of synchronizing memberships

If you synchronize changes in an object's member list, run single object synchronization on the assignment's root object, The base table of an assignment contains an XDateSubItem column containing information about the last change to the memberships.

Example:

Base object for assigning SharePoint user accounts to SharePoint groups is the group.

In the target system, a user account was assigned to a group. To synchronize this assignment, in the Manager, select the group that the user account was assigned to and run single object synchronization. In the process, all of the group's memberships are synchronized.

The user account must already exist as an object in the One Identity Manager database for the assignment to be made.

Detailed information about this topic

Ignoring data error in synchronization

By default, objects with incorrect data are not synchronized. These objects can be synchronized once the data has been corrected. In certain situations, however, it might be necessary to synchronize objects like these and ignore the data properties that have errors. This synchronization behavior can be configured in One Identity Manager.

To ignoring data errors during synchronization in One Identity Manager

  1. In the Synchronization Editor, open the synchronization project.

  2. Select the Configuration > One Identity Manager connection category.

  3. In the General view, click Edit connection.

    This starts the system connection wizard.

  4. On the Additional options page, enable Try to ignore data errors.

    This option is only effective if Continue on error is set in the synchronization workflow.

    Default columns, such as primary keys, UID columns, or mandatory input columns cannot be ignored.

  5. Save the changes.

IMPORTANT: If this option is set, One Identity Manager tries to ignore commit errors that could be related to data errors in a single column. This causes the data changed in the affected column to be discarded and the object is subsequently saved again. This effects performance and leads to loss of data.

Only set this option in the exceptional circumstance of not being able to correct the data before synchronization.

Pausing handling of target system specific processes (Offline mode)

If a target system connector is not able to reach the target system temporarily, you can enable offline mode for the target system. This stops target system specific processes from being frozen and having to be manually re-enabled later.

Whether offline mode is generally available for a target system connection is set in the base object of the respective synchronization project. Once a target system is truly unavailable, the target system connection can be switched offline and online again with the Launchpad.

In offline mode, all Job servers assigned to the base object are stopped. This includes the synchronization server and all Job servers involved in load balancing. If one of the Job servers also handles other tasks, these are not processed either.

Prerequisites

Offline mode can only be specified for a base object if certain prerequisites are fulfilled.

  • The synchronization server is not used for any other base object as a synchronization server.

  • If a server function is assigned to the base object, none of the Job servers with this server function may have any other server function (for example, update server).

  • A dedicated synchronization server must be set up to exclusively process the Job queue for this base object. The same applies to all Job servers that are determined by the server function.

To allow offline mode for a base object

  1. In the Synchronization Editor, open the synchronization project.

  2. Select the Base objects category.

  3. Select a base object in the document view and click .

  4. Enable Offline mode available.

  5. Click OK.
  6. Save the changes.

IMPORTANT: To prevent data inconsistencies, the offline phase should be kept as short as possible.

The number of processes to handle depends on the extent of the changes in the One Identity Manager database and their effect on the target system during the offline phase. To establish data consistency between the One Identity Manager database and the target system, all pending processes must be handled before synchronization can start.

Only use offline mode, if possible, for short system downtimes such as maintenance windows.

To flag a target system as offline

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

  2. Select Manage > System monitoring > Flag target systems as offline.

  3. Click Run.

    This opens the Manage offline systems dialog. The Base objects section displays the base objects of target system connections that can be switched to offline.

  4. Select the base object whose target system connection is not available.

  5. Click Switch offline.

  6. Confirm the security prompt with OK.

    This stops all the Job servers assigned to the base object. No more synchronization or provisioning Jobs are performed. The Job Queue Info program shows when a Job server has been switched offline and the corresponding tasks are not being processed.

For more information about offline mode, see the One Identity Manager Target System Synchronization Reference Guide.

Related topics

Basic data for managing a SharePoint environment

The following data is relevant for managing SharePoint in One Identity Manager.

  • Configuration parameter

    Use configuration parameters to configure the behavior of the system's basic settings. One Identity Manager provides default settings for different configuration parameters. Check the configuration parameters and modify them as necessary to suit your requirements.

    Configuration parameters are defined in the One Identity Manager modules. Each One Identity Manager module can also install configuration parameters. In the Designer, you can find an overview of all configuration parameters in the Base data > General > Configuration parameters category.

    For more information, see Configuration parameters for managing a SharePoint environment.

  • Account definitions

    One Identity Manager has account definitions for automatically allocating user accounts to employees. You can create account definitions for every target system. If an employee does not yet have a user account in a target system, a new user account is created. This is done by assigning account definitions to an employee.

    For more information, see Setting up account definitions.

  • Authentication Modes

    One Identity Manager supports claims-based authentication as well as classical Windows authentication for logging in to the SharePoint server. The authentication mode to use is defined for the web application and for the user accounts. Usable authentication modes are maintained in the One Identity Manager database.

    For more information, see Authentication modes.

  • Prefixes

    Prefixes are URLs relative to a web application that can be stored under a site collection.

    For more information, see Prefixes.

  • Zones and alternative URLs

    All the zones that you can configure for a web application are stored in the One Identity Manager database.

    For more information, see Zones and alternative URLs.

  • Site templates

    Use site templates to add sites.

    For more information, see SharePoint site templates.

  • Permissions

    User permissions for a SharePoint site or a web application are authorized by SharePoint permissions. Permissions are grouped into permission levels and permission policies.

    For more information, see SharePoint permissions.

  • Target system types

    Target system types are required for configuring target system comparisons. Tables with outstanding objects are maintained with the target system types and settings are configured for provisioning memberships and single objects synchronization. Target system types also map objects in the Unified Namespace.

    For more information, see Post-processing outstanding objects.

  • Servers

    In order to handle target system specific processes in One Identity Manager, the synchronization server and its server functionality must be declared.

    For more information, see Editing a server.

  • Target system managers

    A default application role exists for the target system manager in One Identity Manager. Assign employees to this application role who have permission to edit all SharePoint farms in One Identity Manager.

    Define additional application roles if you want to limit the permissions for target system managers to individual SharePoint farms. The application roles must be added under the default application role.

    For more information, see Target system managers.

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