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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

Assigning account definitions to departments, cost centers, and locations

To add account definitions to hierarchical roles

  1. In the Manager, select the SharePoint > 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.

Assigning account definitions to business roles

NOTE: This function is only available if the Business Roles Module is installed.

To add account definitions to hierarchical roles

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

  2. Select an account definition in the result list.

  3. Select the Assign business roles task.

  4. 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 .

  5. Save the changes.

Assigning account definitions to all employees

Use this task to assign the account definition to all internal employees. Employees that are marked as external do not obtain this account definition. Once a new internal employee is created, they automatically obtain this account definition. The assignment is calculated by the DBQueue Processor.

IMPORTANT: Only run this task if you can ensure that all current internal employees in the database and all pending newly added internal employees obtain a user account in this target system.

To assign an account definition to all employees

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

  2. Select an account definition in the result list.

  3. Select the Change main data task.

  4. Select the Disable automatic assignment to employees task.

  5. Confirm the security prompt with Yes.

  6. Save the changes.

NOTE: To automatically remove the account definition assignment from all employees, run the Disable automatic assignment to employees task. The account definition cannot be reassigned to employees from this point on. Existing assignments remain intact.

Assigning account definitions directly to employees

To assign an account definition directly to employees

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

  2. Select an account definition in the result list.

  3. Select the Assign to employees task.

  4. In the Add assignments pane, add employees.

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

    To remove an assignment

    • Select the employee and double-click .

  5. Save the changes.
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