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Identity Manager 8.0 - Administration Guide for Connecting to SharePoint

Managing SharePoint Environments Setting Up SharePoint Farm Synchronization Basic Data for Managing SharePoint SharePoint Farms SharePoint Web Applications SharePointSite 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 Site Collections Appendix: Configuration Parameters for Managing SharePoint Appendix: Default Project Template for SharePoint

Assigning Account Definitions to Departments, Cost Centers and Locations

To add account definitions to hierarchical roles

  1. Select the category SharePoint | Basic configuration data | Account definitions | Account definitions.

  2. Select an account definition in the result list.
  3. Select Assign organizations.
  4. Assign organizations in Add assignments.
    • Assign departments on the Departments tab.
    • Assign locations on the Locations tab.
    • Assign cost centers on the Cost center tab.

    - OR -

    Remove the organizations from Remove assignments.

  5. Save the changes.

Assigning Account Definitions to Business Roles

Installed Modules:

Business Roles Module

To add account definitions to hierarchical roles

  1. Select the category SharePoint | Basic configuration data | Account definitions | Account definitions.

  2. Select an account definition in the result list.
  3. Select Assign business roles in the task view.
  4. Assign business roles in Add assignments.

    - OR -

    Remove business roles in Remove assignments.

  5. Save the changes.

Assigning Account Definitions to all Employees

To assign an account definition to all employees

  1. Select the category SharePoint | Basic configuration data | Account definitions | Account definitions.

  2. Select an account definition in the result list.
  3. Select Change master data in the task view.
  4. Set the option Automatic assignment to employees on the General tab.

    IMPORTANT: Only set this option if you can ensure that all current internal employees in the database and all pending newly added internal employees obtain a user account in this target system.
  5. Save the changes.

The account definition is assigned to every employee that is not marked as external. New employees automatically obtain this account definition as soon as they are added. The assignment is calculated by the DBQueue Processor.

NOTE: Disable the option Automatic assignment to employees to remove automatic assignment of the account definition to all employees. The account definition cannot be reassigned to employees from this point on. Existing assignments remain intact.

Assigning Account Definitions Directly to Employees

To assign an account definition directly to employees

  1. Select the category SharePoint | Basic configuration data | Account definitions | Account definitions.

  2. Select an account definition in the result list.
  3. Select Assign to employees in the task view.
  4. Assign employees in Add assignments.

    - OR -

    Remove employees from Remove assignments.

  5. Save the changes.
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