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Identity Manager 9.2 - 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

Updating schemas

All the schema data (schema types and schema properties) of the target system schema and the One Identity Manager schema are available when you are editing a synchronization project. Only a part of this data is really needed for configuring synchronization. If a synchronization project is finished, the schema is compressed to remove unnecessary data from the synchronization project. This can speed up the loading of the synchronization project. Deleted schema data can be added to the synchronization configuration again at a later point.

If the target system schema or the One Identity Manager schema has changed, these changes must also be added to the synchronization configuration. Then the changes can be added to the schema property mapping.

To include schema data that have been deleted through compression and schema modifications in the synchronization project, update each schema in the synchronization project. This may be necessary if:

  • A schema was changed by:

    • Changes to a target system schema

    • Customizations to the One Identity Manager schema

    • A One Identity Manager update migration

  • A schema in the synchronization project was shrunk by:

    • Enabling the synchronization project

    • Saving the synchronization project for the first time

    • Compressing a schema

To update a system connection schema

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

  2. Select the Configuration > Target system category.

    - OR -

    Select the Configuration > One Identity Manager connection category.

  3. Select the General view and click Update schema.

  4. Confirm the security prompt with Yes.

    This reloads the schema data.

To edit a mapping

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

  2. Select the Mappings category.

  3. Select a mapping in the navigation view.

    Opens the Mapping Editor. For more information about mappings, see the One Identity Manager Target System Synchronization Reference Guide.

NOTE: The synchronization is deactivated if the schema of an activated synchronization project is updated. Reactivate the synchronization project to synchronize.

Speeding up synchronization with revision filtering

Synchronization with SharePoint does not support revision filtering.

Post-processing outstanding objects

Objects, which do not exist in the target system, can be marked as outstanding in One Identity Manager by synchronizing. This prevents objects being deleted because of an incorrect data situation or an incorrect synchronization configuration.

Outstanding objects:

  • Cannot be edited in One Identity Manager.

  • Are ignored by subsequent synchronizations.

  • Are ignored by inheritance calculations.

This means, all memberships and assignments remain intact until the outstanding objects have been processed.

Start target system synchronization to do this.

To post-process outstanding objects

  1. In the Manager, select the SharePoint > Target system synchronization: SharePoint category.

    The navigation view lists all the synchronization tables assigned to the SharePoint target system type.

  2. On the Target system synchronization form, in the Table / object column, open the node of the table for which you want to post-process outstanding objects.

    All objects that are marked as outstanding are shown. The Last log entry and Last method run columns display the time at which the last entry was made in the synchronization log and which processing method was run. The No log available entry can mean the following:

    • The synchronization log has already been deleted.

      - OR -

    • An assignment from a member list has been deleted from the target system.

      The base object of the assignment was updated during the synchronization. A corresponding entry appears in the synchronization log. The entry in the assignment table is marked as outstanding, but there is no entry in the synchronization log.

    • An object that contains a member list has been deleted from the target system.

      During synchronization, the object and all corresponding entries in the assignment tables are marked as outstanding. However, an entry in the synchronization log appears only for the deleted object.

    TIP:

    To display object properties of an outstanding object

    1. Select the object on the target system synchronization form.

    2. Open the context menu and click Show object.

  1. Select the objects you want to rework. Multi-select is possible.

  2. Click on one of the following icons in the form toolbar to run the respective method.

    Table 6: Methods for handling outstanding objects

    Icon

    Method

    Description

    Delete

    The object is immediately deleted from the One Identity Manager database. Deferred deletion is not taken into account.

    Indirect memberships cannot be deleted.

    Publish

    The object is added to the target system. The Outstanding label is removed from the object.

    This runs a target system specific process that triggers the provisioning process for the object.

    Prerequisites:

    • The table containing the object can be published.

    • The target system connector has write access to the target system.

    Reset

    The Outstanding label is removed for the object.

    TIP: If a method cannot be run due to certain restrictions, the respective icon is disabled.

    • To display the constraint's details, click the Show button in the Constraints column.

  3. Confirm the security prompt with Yes.

NOTE: By default, the selected objects are processed in parallel, which speeds up the selected method. If an error occurs during processing, the action is stopped and all changes are discarded.

Bulk processing of objects must be disabled if errors are to be localized, which means the objects are processed sequentially. Failed objects are named in the error message. All changes that were made up until the error occurred are saved.

To disable bulk processing

  • Disable the icon in the form's toolbar.

You must customize your target system synchronization to synchronize custom tables.

To add custom tables to target system synchronization

  1. In the Manager, select the SharePoint > Basic configuration data > Target system types category.

  2. In the result list, select the SharePoint target system type.

  3. Select the Assign synchronization tables task.

  4. In the Add assignments pane, assign custom tables to the outstanding objects you want to handle.

  5. Save the changes.
  6. Select the Configure tables for publishing task.

  7. Select the custom tables that contain the outstanding objects that can be published in the target system and set the Publishable option.

  8. Save the changes.

NOTE: The target system connector must have write access to the target system in order to publish outstanding objects that are being post-processed. That means, the Connection is read-only option must not be set for the target system connection.

Configuring the provisioning of memberships

Memberships, such as user accounts in groups, are saved in assignment tables in the One Identity Manager database. During provisioning of modified memberships, changes made in the target system may be overwritten. This behavior can occur under the following conditions:

  • Memberships are saved as an object property in list form in the target system.

    Example: List of user accounts in the Users property of a SharePoint group (SPGroup)

  • Memberships can be modified in either of the connected systems.

  • A provisioning workflow and provisioning processes are set up.

If one membership in One Identity Manager changes, by default, the complete list of members is transferred to the target system. Therefore, memberships that were previously added to the target system are removed in the process and previously deleted memberships are added again.

To prevent this, provisioning can be configured such that only the modified membership is provisioned in the target system. The corresponding behavior is configured separately for each assignment table.

To allow separate provisioning of memberships

  1. In the Manager, select the SharePoint > Basic configuration data > Target system types category.

  2. In the result list, select the SharePoint target system type.

  3. Select the Configure tables for publishing task.

  4. Select the assignment tables that you want to set up for single provisioning. Multi-select is possible.

  5. Click Merge mode.

    NOTE:

    • This option can only be enabled for assignment tables that have a base table with a XDateSubItem column.

    • Assignment tables that are grouped together in a virtual schema property in the mapping must be marked identically.

      Example: SPSGroupHasSPSRLAsgn and SPSUserHasSPSRLAsgn

  6. Save the changes.

For each assignment table labeled like this, the changes made in One Identity Manager are saved in a separate table. Therefore, only newly added and deleted assignments are processed. During modification provisioning, the members list in the target system is compared to the entries in this table. This means that only modified memberships are provisioned and not the entire members list.

NOTE: The complete members list is updated by synchronization. During this process, objects with changes but incomplete provisioning are not handled. These objects are logged in the synchronization log.

You can restrict single provisioning of memberships with a condition. Once merge mode has been disabled for a table, the condition is deleted. Tables that have had the condition deleted or edited are marked with the following icon: . You can restore the original condition at any time.

To restore the original condition

  1. Select the auxiliary table for which you want to restore the condition.

  2. Right-click on the selected row and select the Restore original values context menu item.

  3. Save the changes.

NOTE: To create the reference to the added or deleted assignments in the condition, use the i table alias.

Example of a condition on the SPSUserHasSPSRLAsgn assignment table:

exists (select top 1 1 from SPSRLAsgn g
where g.UID_SPSRLAsgn = i.UID_SPSRLAsgn
and <limiting condition>)

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

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