Identity Manager 8.2.1 - Administration Guide for Connecting to SharePoint

Enter the following data for an account definition:

Table 11: Main data for an account definition
Property	Description
Account definition	Account definition name.
User account table	Table in the One Identity Manager schema that maps user accounts.
Target system	Target system to which the account definition applies.
Required account definition	Specifies the required account definition. Define the dependencies between account definitions. When this account definition is requested or assigned, the required account definition is assigned automatically. TIP: You can enter this account definition for the associated Active Directory or LDAP domain here. In this case, an Active Directory or LDAP user account is created for the employee first. If this exists, the SharePoint user account is added. Implement this behavior on a custom basis. Customize TSB_PersonHasAccountDef_AutoCreate_SPSUser to do this.
Description	Text field for additional explanation.
Manage level (initial)	Manage level to use by default when you add new user accounts.
Risk index	Value for evaluating the risk of assigning the account definition to employees. Set a value in the range 0 to 1. This input field is only visible if the QER \| CalculateRiskIndex configuration parameter is set. For detailed information, see the One Identity Manager Risk Assessment Administration Guide.
Service item	Service item through which you can request the account definition resource in the IT Shop. Assign an existing service item or add a new one.
IT Shop	Specifies whether the account definition can be requested through the IT Shop. The account definition can be requested by an employee through the Web Portal and distributed using a defined approval process. The resource can also be assigned directly to employees and roles outside the IT Shop.
Only for use in IT Shop	Specifies whether the account definition can only be requested through the IT Shop. The account definition can be requested by an employee through the Web Portal and distributed using a defined approval process. The account definition cannot be directly assigned to roles outside the IT Shop.
Automatic assignment to employees	Specifies whether the account definition is automatically assigned to all internal employees. To automatically assign the account definition to all internal employee, use the Enable automatic assignment to employees The account definition is assigned to every employee that is not marked as external. Once a new internal employee is created, they automatically obtain this account definition. To automatically remove the account definition assignment from all employees, use the Disable automatic assignment to employees. The account definition cannot be reassigned to employees from this point on. Existing account definition assignments remain intact.
Retain account definition if permanently disabled	Specifies the account definition assignment to permanently deactivated employees. Option set: The account definition assignment remains in effect. The user account remains intact. Option not set (default): The account definition assignment is not in effect. The associated user account is deleted.
Retain account definition if temporarily disabled	Specifies the account definition assignment to temporarily deactivated employees. Option set: The account definition assignment remains in effect. The user account remains intact. Option not set (default): The account definition assignment is not in effect. The associated user account is deleted.
Retain account definition on deferred deletion	Specifies the account definition assignment on deferred deletion of employees. Option set: The account definition assignment remains in effect. The user account remains intact. Option not set (default): The account definition assignment is not in effect. The associated user account is deleted.
Retain account definition on security risk	Specifies the account definition assignment to employees posing a security risk. Option set: The account definition assignment remains in effect. The user account remains intact. Option not set (default): The account definition assignment is not in effect. The associated user account is deleted.
Resource type	Resource type for grouping account definitions.
Spare field 01 - spare field 10	Additional company-specific information. Use the Designer to customize display names, formats, and templates for the input fields.
Groups can be inherited	Specifies whether the user account can inherit groups through the linked employee. If the option is set, the user account inherits groups through hierarchical roles, in which the employee is a member, or through IT Shop requests. If you add an employee with a user account to a department, for example, and you have assigned groups to this department, the user account inherits these groups. If an employee has requested group membership in the IT Shop and the request is granted approval, the employee's user account only inherits the group if the option is set.
Roles can be inherited	Specifies whether the user account can inherit SharePoint roles through the linked employee. If the option is set, the user account inherits SharePoint roles through hierarchical roles, in which the employee is a member, or through IT Shop requests.

Creating manage levels

Specify the manage level for an account definition for managing user accounts. The user account’s manage level specifies the extent of the employee’s properties that are inherited by the user account. This allows an employee to have several user accounts in one target system, for example:

Default user account that inherits all properties from the employee.
Administrative user account that is associated to an employee but should not inherit the properties from the employee.

One Identity Manager supplies a default configuration for manage levels:

Unmanaged: User accounts with the Unmanaged manage level are linked to the employee but they do no inherit any further properties. When a new user account is added with this manage level and an employee is assigned, some of the employee's properties are transferred initially. If the employee properties are changed at a later date, the changes are not passed onto the user account.
Full managed: User accounts with the Full managed manage level inherit defined properties of the assigned employee. When a new user account is created with this manage level and an employee is assigned, the employee's properties are transferred in an initial state. If the employee properties are changed at a later date, the changes are passed onto the user account.

NOTE: The Full managed and Unmanaged manage levels are analyzed in templates. You can customize the supplied templates in the Designer.

You can define other manage levels depending on your requirements. You need to amend the templates to include manage level approaches.

Specify the effect of temporarily or permanently disabling, deleting, or the security risk of an employee on its user accounts and group memberships for each manage level. For detailed information about manage levels, see the One Identity Manager Target System Base Module Administration Guide.

Employee user accounts can be locked when they are disabled, deleted, or rated as a security risk so that permissions are immediately withdrawn. If the employee is reinstated at a later date, the user accounts are also reactivated.
You can also define group membership inheritance. Inheritance can be discontinued if desired when, for example, the employee’s user accounts are disabled and therefore cannot be members in groups. During this time, no inheritance processes should be calculated for this employee. Existing group memberships are deleted.

IMPORTANT: The Unmanaged manage level is assigned automatically when you create an account definition and it cannot be removed.

To assign manage levels to an account definition

In the Manager, select the SharePoint > Basic configuration data > Account definitions > Account definitions category.
Select an account definition in the result list.
Select the Assign manage level task.
In the Add assignments pane, assign the manage level.
TIP: In the Remove assignments pane, you can remove assigned manage levels.

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

To edit a manage level

In the Manager, select the SharePoint > Basic configuration data > Account definitions > Manage levels category.
Select the manage level in the result list. Select Change main data.

- OR -

Click in the result list.
Edit the manage level's main data.
Save the changes.

Main data for manage levels

Enter the following data for a manage level.

Table 12: Main data for manage levels
Property	Description
Manage level	Name of the manage level.
Description	Text field for additional explanation.
IT operating data overwrites	Specifies whether user account data formatted from IT operating data is automatically updated. Permitted values are: Never: Data is not updated. (Default) Always: Data is always updated. Only initially: Data is only determined at the start.
Retain groups if temporarily disabled	Specifies whether user accounts of temporarily deactivated retain their group memberships.
Lock user accounts if temporarily disabled *)	Specifies whether user accounts of temporarily deactivated employees are locked.
Retain groups if permanently disabled	Specifies whether user accounts of permanently deactivated employees retain group memberships.
Lock user accounts if permanently disabled *)	Specifies whether user accounts of permanently deactivated employees are locked.
Retain groups on deferred deletion	Specifies whether user accounts of employees marked for deletion retain their group memberships.
Lock user accounts if deletion is deferred*)	Specifies whether user accounts of employees marked for deletion are locked.
Retain groups on security risk	Specifies whether user accounts of employees posing a security risk retain their group memberships.
Lock user accounts if security is at risk*)	Specifies whether user accounts of employees posing a security risk are locked.
Retain groups if user account disabled	Specifies whether disabled user accounts retain their group memberships.

NOTE:*) SharePoint user accounts cannot be locked!

When an employee is disabled, deleted, or rated as a security risk their SharePoint user accounts remain enabled. For logging into a SharePoint site collection, you need to know if the user account referenced as an authentication object is locked or disabled. To prevent a disabled, deleted, or security risk employee logging into a SharePoint site collection, manage the user accounts linked as authentication objects using account definitions.

Creating a formatting rule 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 authentication mode
SharePoint Online authentication mode
Groups can be inherited
Roles can be inherited
Identity
Privileged user account.

To create a mapping rule for IT operating data

In the Manager, select the SharePoint > Basic configuration data > Account definitions > Account definitions category.
Select an account definition in the result list.
Select the Edit IT operating data mapping task.
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. For more information about this, see the One Identity Manager Target System Base Module Administration Guide.
- 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 | Accounts | MailTemplateDefaultValues configuration parameter.
Save the changes.

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Identity Manager 8.2.1 - Administration Guide for Connecting to SharePoint

Main data for an account definition

Creating manage levels

Main data for manage levels

Creating a formatting rule for IT operating data