Assigning extended properties
Extended properties are meta objects, such as operating codes, cost codes, or cost accounting areas that cannot be mapped directly in One Identity Manager.
To specify extended properties for 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 Assign extended properties task.
- Assign extended properties in Add assignments.
- OR -
Remove extended properties in Remove assignments .
- Save the changes.
Detailed information about this topic
- One Identity Manager Identity Management Base Module Administration Guide
Using custom authentication modes
When user accounts are added, the values of various main data are determined using templates. One Identity Manager tries to identify and classify an authentication object using user account properties during synchronization. To use custom authentication modes, the templates of different columns must be modified if necessary. Create custom templates so that authentication modes can be assigned automatically to user accounts and the login names can be correctly formatted.
To use custom authentication modes
- In the Designer, adjust the templates for the SPSUser.UID_SPSAuthSystem column (authentication mode).
- Test the template of SPSUser.ObjectKeyNamespaceItem (authentication modes) and SPSUser.LoginName columns (login name) and modify them if necessary.
Detailed information about this topic
Assigning employees automatically to SharePoint user accounts
Table 22: Configuration parameters for automatic employee assignment
|
TargetSystem | SharePoint | PersonAutoFullSync |
Mode for automatic employee assignment for user accounts that are added to or updated in the database by synchronization. |
|
TargetSystem | SharePoint | PersonAutoDefault |
Mode for automatic employee assignment for user accounts added to the database outside synchronization. |
When you add a user authenticated user account, an existing employee can automatically be assigned to it. This mechanism can be triggered after a new user account is created either manually or through synchronization.
Define criteria for finding employees to apply to automatic employee assignment. If a user account is linked to an employee through the current mode, the user account is given, through an internal process, the default manage level of the account definition entered in the user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined.
If you run this procedure during working hours, automatic assignment of employees to user accounts takes place from that moment onwards. If you disable the procedure again later, the changes only affect user accounts added or updated after this point in time. Existing employee assignments to user accounts remain intact.
NOTE: It is not recommended to assign employees using automatic employee assignment in the case of administrative user accounts. Use Change main data to assign employees to administrative user accounts for the respective user account.
For more information about assigning employees automatically, see the One Identity Manager Target System Base Module Administration Guide.
Prerequisites:
- Group authenticated is not set in the user accounts.
- The user accounts are not assigned an authentication object
Run the following tasks to assign employees automatically.
- If you want employees to be assigned during the synchronization of user accounts, in the Designer, set the "TargetSystem | SharePoint | PersonAutoFullsync" configuration parameter and select the required mode.
- If you want employees to be assigned outside synchronization, in the Designer, set the "TargetSystem | SharePoint | PersonAutoDefault" configuration parameter and select the required mode.
- Assign an account definition to the site collection. Ensure that the manage level to be used is entered as the default manage level.
- Define the search criteria for employees assigned to the site collection.
NOTE:
The following applies for synchronization:
- Automatic employee assignment takes effect if user accounts are added or updated.
The following applies outside synchronization:
- Automatic employee assignment takes effect if user accounts are added.
Related topics
Editing search criteria for automatic employee assignment
NOTE: One Identity Manager supplies a default mapping for employee assignment. Only carry out the following steps when you want to customize the default mapping.
The criteria for employee assignments are defined for the site collection. You specify which user account properties must match the employee’s properties such that the employee can be assigned to the user account. You can limit search criteria further by using format definitions.
The search criterion is written in XML notation to the Search criteria for automatic employee assignment column (AccountToPersonMatchingRule) in the SPSSite table.
Search criteria are evaluated when employees are automatically assigned to user accounts. Furthermore, you can create a suggestion list for assignments of employees to user accounts based on the search criteria and make the assignment directly.
NOTE: Object definitions for user accounts that can have search criteria applied to them are predefined. For example, if you require other objects definitions that limit a preselection of user accounts, set up the respective custom object definitions in the Designer. For more information, see the One Identity Manager Configuration Guide.
To specify criteria for employee assignment
- Select the SharePoint > Site collections category.
- Select the site collection in the result list.
- Select the Define search criteria for employee assignment task.
- Specify which user account properties must match with which employee so that the employee is linked to the user account.
Table 23: Standard search criteria for user accounts
| User accounts (user authenticated) |
Central user account (CentralAccount) |
Login name (LoginName) |
- Save the changes.
Direct assignment of employees to user accounts based on a suggestion list
In the Assignments pane, you can create a suggestion list for assignments of employees to user accounts based on the search criteria and make the assignment directly. User accounts are grouped in different views for this.
Table 24: Manual assignment view
|
Suggested assignments |
This view lists all user accounts to which One Identity Manager can assign an employee. All employees are shown who were found using the search criteria and can be assigned. |
|
Assigned user accounts |
This view lists all user accounts to which an employee is assigned. |
|
Without employee assignment |
This view lists all user accounts to which no employee is assigned and for which no employee was found using the search criteria. |
TIP: By double-clicking on an entry in the view, you can view the user account and employee main data.
To apply search criteria to user accounts
To assign employees directly using a suggestion list
- Click Suggested assignments.
- Check the Selection box of all the user accounts to which you want to assign the suggested employees. Multi-select is possible.
- Click Assign selected.
- Confirm the security prompt with Yes.
The employees found using the search criteria are assigned to the selected user accounts.
– OR –
- Click No employee assignment.
- Click the Select employee option of the user account to which you want to assign an employee. Select an employee from the menu.
- Check the Selection box of all the user accounts to which you want to assign the selected employees. Multi-select is possible.
- Click Assign selected.
- Confirm the security prompt with Yes.
The employees displayed in the Employee column are assigned to the selected user accounts.
To remove assignments
- Click Assigned user accounts.
- Click the Selection box of all user accounts you want to delete the employee assignment from. Multi-select is possible.
- Click Remove selected.
- Confirm the security prompt with Yes.
The assigned employees are removed from the selected user accounts.
