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Identity Manager 9.2 - 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 identities Managing assignments of SharePoint Online groups and roles Mapping 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

Main data for user authenticated user accounts

Enter the following main data of a user authenticated user account.

Table 19: User authenticated user account main data
Property Description

Identity

Identity that uses this user account.

  • An identity is already entered if the user account was generated by an account definition.

  • If you are using automatic identity assignment, an associated identity is found and added to the user account when you save the user account.

  • If you create the user account manually, you can select an identity in the menu.

    The menu displays activated and deactivated identities by default. If you do not want to see any deactivated identities, set the QER | Person| HideDeactivatedIdentities configuration parameter.

NOTE: If you assign a deactivated identity to a user account, it might be locked or deleted depending on the configuration.

If an authentication object is assigned, the connected identity is found through the authentication object by using a template. If there is no authentication object assigned, the identity can be assigned automatically or manually.

You can create a new identity for a user account with an identity of type Organizational identity, Personalized administrator identity, Sponsored identity, Shared identity, or Service identity. To do this, click next to the input field and enter the required identity main data. Which login data is required depends on the selected identity type.

No link to an identity required

Specifies whether the user account is intentionally not assigned an identity. The option is automatically set if a user account is included in the exclusion list for automatic identity assignment or a corresponding attestation is carried out. You can set the option manually. Enable the option if the user account does not need to be linked with an identity (for example, if several identities use the user account).

If attestation approves these user accounts, these user accounts will not be submitted for attestation in the future. In the Web Portal, user accounts that are not linked to an identity can be filtered according to various criteria.

Not linked to an identity

Indicates why the No link to an identity required option is enabled for this user account. Possible values:

  • By administrator: The option was set manually by the administrator.

  • By attestation: The user account was attested.

  • By exclusion criterion: The user account is not associated with an identity due to an exclusion criterion. For example, the user account is included in the exclude list for automatic identity assignment (configuration parameter PersonExcludeList).

Account definition

Account definition through which the user account was created.

Use the account definition to automatically fill user account main data and to specify a manage level for the user account. One Identity Manager finds the IT operating data of the assigned identity and enters it in the corresponding fields in the user account.

NOTE: The account definition cannot be changed once the user account has been saved.

NOTE: Use the user account's Remove account definition task to reset the user account to Linked status. This removes the account definition from both the user account and the identity. The user account remains but is not managed by the account definition anymore. The task only removes account definitions that are directly assigned (XOrigin=1).

NOTE: If identities obtain their SharePoint Online user accounts through account definitions, the identities must have user accounts in the corresponding Azure Active Directory tenant that is specified in the SharePoint Online tenant.

Manage level

Manage level of the user account. Select a manage level from the menu. You can only specify the manage level can if you have also entered an account definition. All manage levels of the selected account definition are available in the menu.

Site collection

Site collection the user account is used in.

Principal type

Type of the principal (user, domain group)

Authentication mode

Authentication mode used for logging in to SharePoint Online with this user account. For SharePoint Online, AzureAD is the only authentication mode.

Authentication object

Authentication object referencing the user account.

The authentication object is assigned during automatic synchronization. You can assign an authentication object when setting up a new user account in the Manager. The authentication object cannot be changed after saving.

The following authentication objects can be assigned to a user-authenticated user account:

  • Azure Active Directory user accounts from the tenant that is assigned to the SharePoint Online tenant

NOTE: The SharePoint Online user account is also created if the user account that is used as the authentication object is disabled or locked.

Title

Any display name for the user account. By default, the title is taken from the authentication object’s display name. Enter the display name by hand if no authentication object is assigned.

Login name

User account login name. The login name is determined by using a template. Enter the login name by hand if no authentication object is assigned.

Email address

User account email address. The email address is formatted using templates from the authentication object's email address.

Risk index (calculated)

Maximum risk index value of all assigned SharePoint Online roles and groups. The property is only visible if the QER | CalculateRiskIndex configuration parameter is set. For more information, see the One Identity Manager Risk Assessment Administration Guide.

Category

Categories for the inheritance of groups by the user account. Groups can be selectively inherited by user accounts. To do this, groups and user accounts or contacts are divided into categories. Select one or more categories from the menu.

Identity type

User account's identity type Permitted values are:

  • Primary identity: Identity's default user account.

  • Organizational identity: Secondary user account used for different roles in the organization, for example for subcontracts with other functional areas.

  • Personalized administrator identity: User account with administrative permissions, used by one identity.

  • Sponsored identity: User account to use for a specific purpose. Training, for example.

  • Shared identity: User account with administrative permissions, used by several identities. Assign all identities that use this user account.

  • Service identity: Service account.

Privileged user account.

Specifies whether this is a privileged user account.

Groups can be inherited

Specifies whether the user account can inherit groups through the linked identity. If the option is set, the user account inherits groups through hierarchical roles, in which the identity is a member, or through IT Shop requests.

  • If you add an identity with a user account to a department, for example, and you have assigned groups to this department, the user account inherits these groups.

  • If an identity has requested group membership in the IT Shop and the request is granted approval, the identity's user account only inherits the group if the option is set.

Roles can be inherited

Specifies whether the user account can inherit SharePoint Online roles through the linked identity. If the option is set, the user account inherits the roles through hierarchical roles, in which the identity is a member, or through IT Shop requests.

Administrator

Specifies whether the user account is a site collection administrator.

Hidden

Specifies if the user account is displayed in the user interface.

Related topics

Main data for group authenticated user accounts

Enter the following main data of a group authenticated user account.

Table 20: Group authenticated user account main data
Property Description

Identity

Identity that uses this user account.

  • An identity is already entered if the user account was generated by an account definition.

  • If you are using automatic identity assignment, an associated identity is found and added to the user account when you save the user account.

  • If you create the user account manually, you can select an identity in the menu.

    The menu displays activated and deactivated identities by default. If you do not want to see any deactivated identities, set the QER | Person| HideDeactivatedIdentities configuration parameter.

NOTE: If you assign a deactivated identity to a user account, it might be locked or deleted depending on the configuration.

If an authentication object is assigned, the connected identity is found through the authentication object by using a template. If there is no authentication object assigned, the identity can be assigned automatically or manually.

You can create a new identity for a user account with an identity of type Organizational identity, Personalized administrator identity, Sponsored identity, Shared identity, or Service identity. To do this, click next to the input field and enter the required identity main data. Which login data is required depends on the selected identity type.

No link to an identity required

Specifies whether the user account is intentionally not assigned an identity.You can set the option manually. Enable the option if the user account does not need to be linked with an identity (for example, if several identities use the user account).

If attestation approves these user accounts, these user accounts will not be submitted for attestation in the future. In the Web Portal, user accounts that are not linked to an identity can be filtered according to various criteria.

Not linked to an identity

Indicates why the No link to an identity required option is enabled for this user account. The user account is not associated with an identity due to an exclusion criterion.

Site collection

Site collection the user account is used in.

Group authenticated

Specifies whether the user account's authentication object is a group.

Authentication mode

Authentication mode used for logging in on the SharePoint Online server with this user account. For SharePoint Online, AzureAD is the only authentication mode.

Authentication object

Authentication object referencing the user account.

The authentication object is assigned during automatic synchronization. You can assign an authentication object when setting up a new user account in the Manager. The authentication object cannot be changed after saving.

The following authentication objects can be assigned to a group authenticated user account:

  • Azure Active Directory groups with the Security group group type from the tenant that is assigned to the SharePoint Online tenant

Title

Any display name for the user account. The title is taken from the authentication object’s display name by default. Enter the display name by hand if no authentication object is assigned.

Login name

User account login name. The login name is determined by using a template. Enter the login name by hand if no authentication object is assigned.

Email address

User account email address. The email address is formatted using templates from the authentication object's email address.

Risk index (calculated)

Maximum risk index value of all assigned SharePoint Online roles and groups. The property is only visible if the QER | CalculateRiskIndex configuration parameter is set. For more information, see the One Identity Manager Risk Assessment Administration Guide.

Category

Categories for the inheritance of groups by the user account. Groups can be selectively inherited by user accounts. To do this, groups and user accounts or contacts are divided into categories. Select one or more categories from the menu.

Advice

Text field for additional explanation.

Identity type

User account's identity type Permitted values are:

  • Primary identity: Identity's default user account.

  • Organizational identity: Secondary user account used for different roles in the organization, for example for subcontracts with other functional areas.

  • Personalized administrator identity: User account with administrative permissions, used by one identity.

  • Sponsored identity: User account to use for a specific purpose. Training, for example.

  • Shared identity: User account with administrative permissions, used by several identities. Assign all identities that use this user account.

  • Service identity: Service account.

Privileged user account.

Specifies whether this is a privileged user account.

Administrator

Specifies whether the user account is a site collection administrator.

Hidden

Specifies whether the user account is displayed in the user interface.

Related topics

Additional tasks for managing SharePoint Online user accounts

After you have entered the main data, you can run the following tasks.

Task

Topic

Overview of SharePoint Online user accounts

The SharePoint Online user account overview

Assigning extended properties

Assigning extended properties to SharePoint Online user accounts

Assign groups

Assigning SharePoint Online entitlements directly to a user account

Assign SharePoint Online roles

Assigning SharePoint Online entitlements directly to a user account

Synchronize object

Synchronizing single objects

The SharePoint Online user account overview

To obtain an overview of a user account

  1. In the Manager, select the SharePoint Online > User accounts (user authenticated) category.

    - OR -

    In the Manager, select the SharePoint Online > User accounts (group authenticated) category.

  2. Select the user account in the result list.

  3. Select the SharePoint Online user account overview task.

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