After you have entered the main data, you can run the following tasks.
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
Basic data for managing a SharePoint environment
How to configure SharePoint synchronization
Configuring synchronization of several SharePoint farms
Changing system connection settings of SharePoint farms
Updating schemas
Speeding up synchronization with revision filtering
Post-processing outstanding objects
Configuring the provisioning of memberships
Configuring single object synchronization
Accelerating provisioning and single object synchronization
Help for analyzing synchronization issues
Disabling synchronization
Synchronizing single objects
Ignoring data error in synchronization
Pausing handling of target system specific processes (Offline mode)
Authentication modes
Prefixes
Zones and alternative URLs
SharePoint site templates
SharePoint permissions
SharePoint quotas
SharePoint languages
Editing a server
Target system managers
Setting up account definitions
SharePoint farms
SharePoint web applications
SharePoint site collections and sites
Creating an account definition
Creating 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 account definitions 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 site collections
SharePoint sites
SharePoint user accounts
General main data of 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
Supported user account types
Entering main data of SharePoint user accounts
Additional tasks for managing SharePoint user accounts
SharePoint roles and groups
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
Assigning employees automatically to SharePoint user accounts
Deleting and restoring SharePoint user accounts
SharePoint groups
Permissions for SharePoint web applications
Reports about SharePoint objects
Configuration parameters for managing a SharePoint environment
Default project template for SharePoint
Entering main data of SharePoint groups
Assigning SharePoint groups to SharePoint user accounts
SharePoint roles and permission levels
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
Entering main data of SharePoint permission levels
Additional tasks for managing SharePoint permission levels
Special synchronization cases for valid permissions
Entering main data of 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
Assigning extended properties to SharePoint roles
Deleting SharePoint roles and permission levels
Additional tasks for managing SharePoint user accounts
Displaying the SharePoint user account overview
To obtain an overview of a user account
- Select the SharePoint > User accounts (group authenticated) or the SharePoint > User accounts (user authenticated) category.
- Select the user account in the result list.
- Select the SharePoint user account overview task.
Assigning SharePoint groups directly to a SharePoint user account
Groups can be assigned directly or indirectly to a user account. Indirect assignment is carried out by allocating the employee and groups in hierarchical roles, such as departments, cost centers, locations, or business roles. If the employee has a SharePoint user account, groups in the hierarchical roles are inherited by this user account. Groups can only be directly assigned to group authenticated user accounts.
Only groups from the site collection to which the user account belongs can be assigned. You cannot directly assign groups that have the Only use in IT Shop option set.
To assign groups directly to user accounts
- Select the SharePoint > User accounts (group authenticated) or the SharePoint > User accounts (user authenticated) category.
- Select the user account in the result list.
- Select the Assign groups task.
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In the Add assignments pane, assign the groups.
TIP: In the Remove assignments pane, you can remove the assignment of groups.
To remove an assignment
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Select the group and double-click
.
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- Save the changes.
Related topics
Assigning SharePoint roles directly to user accounts
SharePoint roles can be assigned directly or indirectly to a user account. Indirect assignment is carried out by assigning the employee and SharePoint roles to hierarchical roles, like departments, cost centers, locations, or business roles. If the employee has a SharePoint user account, the SharePoint roles in the hierarchical roles are inherited by the user account. SharePoint roles can only be directly assigned to group authenticated user accounts.
Only SharePoint roles from the site collection to which the user account belongs can be assigned. You cannot directly assign SharePoint roles that have the Only use in IT Shop option set.
NOTE: SharePoint roles that reference permission levels set with Hidden cannot be assigned to user accounts.
To assign SharePoint roles directly to user accounts
- Select the SharePoint > User accounts (group authenticated) or the SharePoint > User accounts (user authenticated) category.
- Select the user account in the result list.
- Select the Assign SharePoint roles task.
- In the Add assignments pane, assign roles.
- OR -
In the Remove assignments pane, remove the roles.
- Save the changes.