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Identity Manager 9.1.3 - Administration Guide for Connecting to SharePoint Online

Mapping a SharePoint Online environment in One Identity Manager Synchronizing a SharePoint Online environment
Setting up initial synchronization with a SharePoint Online tenant SharePoint Online synchronization features Customizing the synchronization configuration Running synchronization Tasks following synchronization Troubleshooting Ignoring data error in synchronization Pausing handling of target system specific processes (Offline mode)
Managing SharePoint Online user accounts and employees Managing assignments of SharePoint Online groups and roles Mapping of SharePoint Online objects in One Identity Manager
SharePoint Online tenants SharePoint Online user accounts SharePoint Online groups SharePoint Online permission levels SharePoint Online site collections SharePoint Online sites SharePoint Online roles Setting up SharePoint Online site collections and sites Reports about SharePoint Online objects
Handling of SharePoint Online objects in the Web Portal Basic data for managing a SharePoint Online environment Troubleshooting a SharePoint Online connection Configuration parameters for managing SharePoint Online Default project template for SharePoint Online Editing system objects

Assigning SharePoint Online entitlements directly to a user account

To react quickly to special requests, you can assign entitlements directly to a user account. You cannot directly assign permissions that have the Only use in IT Shop option set.

To assign entitlements directly to a user account

  1. In the Manager, select the SharePoint Online > User accounts category.

  2. Select the user account in the result list.

  3. Select one of the following tasks.

    • Assign groups

    • Assign SharePoint Online roles

  4. In the Add assignments pane, assign the entitlements.

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

    To remove an assignment

    • Select the entitlement and double-click .
  5. Save the changes.
Related topics

Assigning SharePoint Online roles to SharePoint Online groups

In order for SharePoint Online user accounts to obtain permissions for individual websites, assign SharePoint Online roles to the groups. SharePoint Online roles and groups must belong to the same site collection.

NOTE: SharePoint Online roles with the Hidden option that reference permission levels, cannot be assigned to groups.

To assign SharePoint Online roles to a group

  1. In the Manager, select the SharePoint Online > Groups category.

  2. Select the group in the result list.

  3. Select the Assign SharePoint Online roles task.

  4. In the Add assignments pane, assign the roles.

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

    To remove an assignment

    • Select the role and double-click .

  5. Save the changes.
Related topics

Assigning SharePoint Online groups to SharePoint Online roles

In order for SharePoint Online user accounts to obtain permissions for individual websites, assign SharePoint Online roles to the groups. SharePoint Online roles and groups must belong to the same site collection.

NOTE: SharePoint Online roles with the Hidden option that reference permission levels, cannot be assigned to groups.

To assign groups to a SharePoint Online role

  1. In the Manager, select the category SharePoint Online > Roles.

  2. Select the role in the result list.

  3. Select the Assign groups task.

  4. 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

    • Select the group and double-click .

  5. Save the changes.
Related topics

Effectiveness of SharePoint Online entitlement assignments

When groups are assigned to user accounts an employee may obtain two or more groups, which are not permitted in this combination. To prevent this, you can declare mutually exclusive groups. To do this, you specify which of the two groups should apply to the user accounts if both are assigned.

It is possible to assign an excluded group at any time either directly, indirectly, or with an IT Shop request. One Identity Manager determines whether the assignment is effective.

NOTE:

  • You cannot define a pair of mutually exclusive groups. That means, the definition "Group A excludes group B" AND "Group B excludes groups A" is not permitted.
  • You must declare each group to be excluded from a group separately. Exclusion definitions cannot be inherited.

The effectiveness of the assignments is mapped in the O3SUserInO3SGroup and O3SBaseTreeHasGroup tables by the XIsInEffect column.

Example: The effect of group memberships
  • Group A is assigned through the "Marketing" department, group B through "Finance", and group C through the "Control group" business role.

Jo User1 has a user account in this site collection. They primarily belong to the "Marketing" department. The "Control group" business role and the "Finance" department are assigned to them secondarily. Without an exclusion definition, the user account obtains all the permissions of groups A, B, and C.

By using suitable controls, you want to prevent an employee from obtaining authorizations of groups A and group B at the same time. That means, groups A, B, and C are mutually exclusive. A user, who is a member of group C cannot be a member of group B at the same time. That means, groups B and C are mutually exclusive.

Table 13: Specifying excluded groups (O3SGroupExclusion table)

Effective group

Excluded group

Group A

Group B

Group A

Group C

Group B

Table 14: Effective assignments

Employee

Member in role

Effective group

Pat Identity1

Marketing

Group A

Jan User3

Marketing, finance

Group B

Jo User1

Marketing, finance, control group

Group C

Chris User2

Marketing, control group

Group A, Group C

Only the group C assignment is in effect for Jo User1. It is published in the target system. If Jo User1 leaves the "control group" business role at a later date, group B also takes effect.

The groups A and C are in effect for Chris User2 because the groups are not defined as mutually exclusive. If this should not be allowed, define further exclusion for group C.

Table 15: Excluded groups and effective assignments

Employee

Member in role

Assigned group

Excluded group

Effective group

Chris User2

 

Marketing

Group A

 

Group C

 

Control group

Group C

Group B

Group A

Prerequisites
  • The QER | Structures | Inherite | GroupExclusion configuration parameter is set.

    In the Designer, set the configuration parameter and compile the database.

    NOTE: If you disable the configuration parameter at a later date, model components and scripts that are not longer required, are disabled. SQL procedures and triggers are still carried out. For more information about the behavior of preprocessor relevant configuration parameters and conditional compiling, see the One Identity Manager Configuration Guide.

  • Mutually exclusive groups belong to the same site collection.

To exclude a group

  1. In the Manager, select the SharePoint Online > Groups category.

  2. Select a group in the result list.

  3. Select the Exclude groups task.

  4. In the Add assignments pane, assign the groups that are mutually exclusive to the selected group.

    - OR -

    In the Remove assignments pane, remove the groups that are no longer mutually exclusive.

  5. Save the changes.
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