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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 SharePoint Roles to SharePoint Groups

Assigning SharePoint Roles to SharePoint Groups

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

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

To assign SharePoint roles to a group

  1. Select the category SharePoint | Groups.
  2. Select the group in the result list.
  3. Select Assign SharePoint roles in the task view.
  4. Assign roles in Add assignments.

    - OR -

    Remove roles in Remove assignments.

  5. Save the changes.
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Adding SharePoint Groups to System Roles

Adding SharePoint Groups to System Roles

Installed Modules: System Roles Module

Use this task to add a group to system roles. If you assign a system role to employees, all the employees' user authenticated user accounts inherit the group.

NOTE: Groups with the option Only use in IT Shop can only be assigned to system roles that also have this option set. For more detailed information, see the .One Identity Manager System Roles Administration Guide

To assign a group to system roles

  1. Select the category SharePoint | Groups.
  2. Select the group in the result list.
  3. Select Assign system roles in the task view.
  4. Assign system roles in Add assignments.

    - OR -

    Remove system roles from Remove assignments.

  5. Save the changes.
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Adding SharePoint Groups to the IT Shop

Adding SharePoint Groups to the IT Shop

Once a group has been assigned to an IT Shop shelf, it can be requested by the shop customers. To ensure it can be requested, further prerequisites need to be guaranteed.

  • The group must be labeled with the option IT Shop.
  • The group must be assigned to a service item.
  • The group must be labeled with the option Only use in IT Shop if the group can only be assigned to employees through IT Shop requests. Direct assignment to hierarchical roles may not be possible.

NOTE: IT Shop administrators can assign groups to IT Shop shelves in the case of role-based login. Target system administrators are not authorized to add groups in the IT Shop.

To add a group to the IT Shop

  1. Select the category SharePoint | Groups (non role-based login).

    - OR -

    Select the category Entitlements | SharePoint groups (role-based login).

  2. Select the group in the result list.
  3. Select Add to IT Shop in the task view.
  4. Assign the group to the IT Shop shelves in Add assignments.
  5. Save the changes.

To remove a group from individual IT Shop shelves.

  1. Select the category SharePoint | Groups (non role-based login).

    - OR -

    Select the category Entitlements | SharePoint groups (role-based login).

  2. Select the group in the result list.
  3. Select Add to IT Shop in the task view.
  4. Remove the group from the IT Shop shelves in Remove assignments.
  5. Save the changes.

To remove a group from all IT Shop shelves.

  1. Select the category SharePoint | Groups (non role-based login).

    - OR -

    Select the category Entitlements | SharePoint groups (role-based login).

  2. Select the group in the result list.
  3. Select Remove from all shelves (IT Shop) in the task view.
  4. Confirm the security prompt with Yes.
  5. Click OK.

    This removes the group from all One Identity Manager Service shelves. All requests and assignment requests with this group are canceled in the process.

For more detailed information about request from company resources through the IT Shop, see the One Identity Manager IT Shop Administration Guide.

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Adding SharePoint Groups automatically to the IT Shop

Adding SharePoint Groups automatically to the IT Shop

Table 35: Configuration Parameter for Automatically Add Groups in the IT Shop
Configuration parameter Description

QER\ITShop\GroupAutoPublish

Preprocessor relevant configuration parameter for automatically adding groups to the IT Shop. This configuration parameter specifies whether all Active Directory and SharePoint target system groups are automatically added to the IT Shop. Changes to the parameter require recompiling the database.

To add groups automatically to the IT Shop

  1. Set the configuration parameter "QER\Policy\GroupAutoPublish" in the Designer.
  2. Compile the database.

The groups are added automatically to the IT Shop from now on.

  • SynchronizationClosed ensures that the groups are added to the IT Shop. If necessary, you can manually start synchronization with the Synchronization EditorClosed.
  • New groups created in One Identity Manager are added to the IT Shop.

The following step are run to add a group to the IT Shop.

  1. A service item is determined for the group.

    The service item is tested and modified for each group as required. The service item name corresponds to the name of the group. The service item is assigned to one of the default service categories.

    • The service item is modified for groups with service items.
    • Groups without service items are allocated new service items.
  2. An application role for product owners is determined and the service item is assigned. Product owners can approve requests for membership in these groups. By default, the group's owner is established as the product owner.

    NOTE: The application role for product owners must be below the application role Request & Fulfillment | IT Shop | Product owners.
    • If the group's owner is already a member of an application role for product owners, then this application role is assigned to the service item.
    • If the group's owner is not a member of a product owner application role, a new application role is added. The name of the application role corresponds to the name of the owner.
      • If the owner is a user account, the user account's employee is added to the application role.
      • If you are dealing with a group of owners, the employees of all user accounts in this group are added to the application role.
    • If the group does not have an owner, the default application role Request & Fulfillment | IT Shop | Product owner | without owner in SharePoint is used.
  3. The group is labeled with the option IT Shop and assigned to the IT Shop shelf "SharePoint groups" in the shop "Identity & Access Lifecycle".

Then product owners for shop customers group memberships can make requests through the Web Portal.

NOTE: When a One Identity Manager group is irrevocably deleted from the database, the associated service item is deleted.
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