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Identity Manager 8.1.5 - Administration Guide for Connecting to SharePoint

Table of Contents

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 Updating schemas

Speeding up synchronization with revision filtering Post-processing outstanding objects Configuring the provisioning of memberships Accelerating provisioning and single object synchronization Help for the analysis of synchronization issues Disabling 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

Master data for a Job server Specifying server functions

Target system managers Setting up account definitions

Creating an account definition

Master data for an account definition

Creating manage levels

Master 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 an account definition 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 master data for a SharePoint farm How to edit a synchronization project

SharePoint web applications SharePoint site collections and sites

SharePoint site collections

General master data for a site collection Specifying categories for inheriting SharePoint groups

SharePoint sites

General master data for 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 master data for SharePoint user accounts

Group authenticated user account master data User authenticated user account master 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 Automatic assignment of employees to SharePoint user accounts

Editing search criteria for automatic employee assignment

Deleting and restoring SharePoint user accounts

SharePoint roles and groups

SharePoint groups

Entering master data for 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 master data for 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 master data for 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

Deleting SharePoint roles and permission levels

Permissions for SharePoint web applications

SharePoint permission policies SharePoint user policies

Reports about SharePoint site collections

Overview of all assignments

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

SharePoint site templates

Use site templates to add sites. If new sites are meant to be added with One Identity Manager, load the site template into the One Identity Manager database using synchronization. The languages in which site templates are available are displayed on the overview form.

To obtain an overview of a site template

Select the SharePoint | Basic configuration data | Site templates category.
Select the site template in the result list.
Select the Site template overview task.

SharePoint 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. All web application permission policies, explicitly granted or rejected for the permission, are displayed on the permissions overview form.

In SharePoint, you can limit the number of permissions that can be assigned to permission levels. You are shown an overview of web applications permitted for the permissions.

To obtain an overview of permissions

Select the SharePoint | Basic configuration data | Permissions category.
Select the entitlements in the result list.
Select the SharePoint entitlements overview task.

You can assign permissions to permission levels in One Identity Manager.

To assign valid permissions to permission levels

Select the SharePoint | Basic configuration data | Permissions category.
Select the entitlements in the result list.
Select the Assign permission levels task.
In the Add assignments pane, assign permission levels.
- OR -

In the Remove assignments pane, remove permission levels.
Save the changes.

Related topics

SharePoint roles and permission levels

SharePoint quotas

You can view the SharePoint farm and site collections that the quota is assigned to on the quota overview form.

To obtain an overview of a quota

Select the SharePoint | Quotas category.
Select the quota in the result list.
Select the SharePoint quota overview task.

SharePoint languages

All the languages that have language packets installed in a SharePoint environment are mapped in the One Identity Manager database.

To obtain an overview of a language

Select the SharePoint | Hierarchical view | <farm> | Languages category.
Select the language in the result list.
Select the SharePoint language overview task.

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