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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

Additional Tasks for Managing SharePoint Groups

Additional Tasks for Managing SharePoint Groups

After you have entered the master data, you can apply different tasks to it. The task view contains different forms with which you can run the following tasks.

Overview of SharePoint Groups

Overview of SharePoint Groups

Use this task to obtain an overview of the most important information about a group.

To obtain an overview of a group

  1. Select the category SharePoint | Groups.
  2. Select the group in the result list.
  3. Select SharePoint group overview in the task view.

Effectiveness of Group Memberships

Effectiveness of Group Memberships

Table 36: Configuration Parameter for Conditional Inheritance
Configuration parameter Active Meaning


Preprocessor relevant configuration parameter for controlling effectiveness of group memberships. If the parameter is set, memberships can be reduced on the basis of exclusion definitions. The database has to be recompiled after changes have been made to the parameter.

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 directly, indirectly or by IT Shop request at any time. One Identity Manager determines whether the assignment is effective.


  • 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 effect of the assignments is mapped in the tables SPSUserInSPSGroup and BaseTreeHasSPSGroup through the column XIsInEffect.

Example of the effect of group memberships
  • The groups A, B and C are defined in a site collection.
  • Group A is assigned through the department "Marketing", group B through "Finance" and group C through the business role "Control group".

Clara Harris has a user account in this site collection. She primarily belongs to the department "marketing". The business role "Control group" and the department "Finance" are assigned to her 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 37: Specifying excluded groups (table SPSGroupExclusion)
Effective Group Excluded Group
Group A
Group B Group A
Group C Group B
Table 38: Effective Assignments
Employee Member in Role Effective Group
Ben King Marketing Group A
Jan Bloggs Marketing, finance Group B
Clara Harris Marketing, finance, control group Group C
Jenny Basset Marketing, control group Group A, Group C

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

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

Table 39: Excluded groups and effective assignments
Employee Member in Role Assigned Group Excluded Group Effective Group

Jenny Basset


Marketing Group A  

Group C


Control group Group C Group B

Group A

  • The configuration parameter "QER\Inherite\GroupExclusion" is enabled.
  • Mutually exclusive groups belong to the same site collection.

To exclude a group

  1. Select the category SharePoint | Groups.
  2. Select a group in the result list.
  3. Select Exclude groups in the task view.
  4. Assign the groups that are mutually exclusive to the selected group in Add assignments.

    - OR -

    Remove the conflicting groups that are no longer mutually exclusive in Remove assignments.

  5. Save the changes.

SharePoint Group Inheritance Based on Categories

SharePoint Group Inheritance Based on Categories

In One Identity Manager, groups can be selectively inherited by user accounts. For this, groups and user accounts are divided into categories. The categories can be freely selected and are specified by a template. Each category is given a specific position within the template. The template contains two tables; the user account table and the group table. Use the user account table to specify categories for target system dependent user accounts. Enter your categories for the target system dependent groups, administrative roles, subscriptions and disabled service plans in the . Each table contains the category items "Position1" to "Position31".

Every user account can be assigned to one or more categories. Each group can also be assigned to one or more categories. The group is inherited by the user account when at least one user account category item matches an assigned group. The group is also inherited by the user account if the group or the user account is not put into categories.

NOTE: Inheritance through categories is only taken into account when groups are assigned indirectly through hierarchical roles. Categories are not taken into account when groups are directly assigned to user accounts.
Table 40: Category Examples
Category Position Categories for User Accounts Categories for Groups
1 Default user Default permissions
2 System user System user permissions
3 System administrator System administrator permissions

Figure 3: Example of inheriting through categories.

To use inheritance through categories

  • Define the categories in the site collection.
  • Assign categories to user accounts through their master data.
  • Assign categories to groups through their master data.
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