Identity Manager 8.1 - Administration Guide for Connecting to SharePoint

Managing SharePoint Environments Setting Up SharePoint Farm Synchronization Basic data for managing a SharePoint environment 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 a SharePoint environment Appendix: Default Project Template for SharePoint

Creating a Formatting Rule for IT Operating Data

An account definition specifies which rules are used to form the IT operating data and which default values will be used if no IT operating data can be found through the employee's primary roles.

The following IT operating data is used in the One Identity Manager default configuration for automatic creating and modifying of user accounts for an employee in the target system.

  • SharePoint authentication mode

  • SharePoint Online authentication mode

  • Groups can be inherited

  • Identity

  • Privileged user account

To create a mapping rule for IT operating data

  1. In the Manager, select SharePoint | Basic configuration data | Account definitions | Account definitions.

  2. Select an account definition in the result list.

  3. Select Edit IT operating data mapping and enter the following data.

    Table 15: Mapping rule for IT operating data

    Property

    Description

    Column

    User account property for which the value is set. In the menu, you can select the columns that use the TSB_ITDataFromOrg script in their template. For detailed information, see One Identity Manager Target System Base Module Administration Guide.

    Source

    Specifies which roles to use in order to find the user account properties. You have the following options:

    • Primary department

    • Primary location

    • Primary cost center

    • Primary business roles

      NOTE: Only use the primary business role if the Business Roles Module is installed.

    • Empty

      If you select a role, you must specify a default value and set the option Always use default value.

    Default value

    Default value of the property for an employee's user account if the value is not determined dynamically from the IT operating data.

    Always use default value

    Specifies whether user account properties are always filled with the default value. IT operating data is not determined dynamically from a role.

    Notify when applying the standard

    Specifies whether email notification to a defined mailbox is sent when the default value is used. The Employee - new user account with default properties created mail template is used. To change the mail template, adjust the TargetSystem | SharePoint | Accounts | MailTemplateDefaultValues configuration parameter.

  4. Save the changes.

Determining IT Operating Data

To create user accounts with the Full managed manage level, the required IT operating data must be determined. The operating data required to automatically supply an employee with IT resources is shown in the departments, locations, cost centers, and business roles. An employee is assigned to one primary location, one primary department, one primary cost center or one primary business role. The necessary IT operating data is ascertained from these assignments and used in creating the user accounts. Default values are used if valid IT operating data cannot be found over the primary roles.

You can also specify IT operating data directly for a specific account definition.

Example

Normally, each employee in department A obtains a default user account in the A. In addition, certain employees in department A obtain administrative user accounts in the A.

Create an account definition A for the default user account of the A and an account definition B for the administrative user account of A. Specify the property "Department" in the IT operating data formatting rule for the account definitions A and B in order to determine the valid IT operating data.

Specify the effective IT operating data of department A for the A. This IT operating data is used for standard user accounts. In addition, specify the effective account definition B IT operating data for department A. This IT operating data is used for administrative user accounts.

To define IT operating data

  1. In Manager, select the role in the Organizations or Business roles category.
  2. Select Edit IT operating data in the task view and enter the following data.

    Table 16: IT operating data
    Property Description
    Organization/Business role Department, cost center, location or business role for which the IT operating data is valid.
    Effects on IT operating data application scope. The IT operating data can be used for a target system or a defined account definition.

    To specify an application scope

    1. Click next to the text box.
    2. Under Table, select the table that maps the target system for select the TSBAccountDef table for an account definition.
    3. Select the specific target system or account definition under Effects on.
    4. Click OK.
    Column User account property for which the value is set.

    In the menu, you can select the columns that use the TSB_ITDataFromOrg script in their template. For detailed information, see One Identity Manager Target System Base Module Administration Guide.

    Value Concrete value which is assigned to the user account property.
  3. Save the changes.

Modifying IT Operating Data

If IT operating data changes, you must transfer these changes to the existing user accounts. To do this, templates must be rerun on the affected columns. Before you can run the templates, you can check what effect a change to the IT operating data has on the existing user accounts. You can decide whether the change is transferred to the One Identity Manager database in the case of each affected column in each affected database.

Prerequisites
  • The IT operating data of a department, cost center, business role, or a location was changed.

    - OR -

  • The default values in the IT operating data template were modified for an account definition.

NOTE: If the assignment of an employee to a primary department, cost center, business role or to a primary location changes, the templates are automatically executed.

To execute the template

  1. In the Manager, select SharePoint | Basic configuration data | Account definitions | Account definitions.

  2. Select an account definition in the result list.

  3. Select Execute templates in the task view

    This displays a list of all user account, which are created through the selected account definition and whose properties are changed by modifying the IT operating data.

    Old value: Current value of the object property.
    New value: Value that the object property would have following modification of the IT operating data.
    Selection: Specifies whether the modification shall be adopted for the user account.
  4. Mark all the object properties in the selection column that will be given the new value.

  5. Click Apply.

    The templates are applied to all selected user accounts and properties.

Assigning Account Definitions to Employees

Account definitions are assigned to company employees.

Indirect assignment is the default method for assigning account definitions to employees. Account definitions are assigned to departments, cost centers, locations or roles. The employees are categorized into these departments, cost centers, locations or roles depending on their function in the company and thus obtain their account definitions. To react quickly to special requests, you can assign individual account definitions directly to employees.

You can automatically assign special account definitions to all company employees. It is possible to assign account definitions to the IT Shop as requestable products. A department manager can then request user accounts from the Web Portal for his staff. It is also possible to add account definitions to system roles. These system roles can be assigned to employees through hierarchical roles or directly or added as products in the IT Shop.

In the One Identity Manager default installation, the processes are checked at the start to see if the employee already has a user account in the target system that has an account definition. If no user account exists, a new user account is created with the account definition’s default manage level.

NOTE: If a user account already exists and is disabled, then it is re-enabled. You have to alter the user account manage level afterwards in this case.
Prerequisites for indirect assignment of account definitions to employees
  • Assignment of employees and account definitions is permitted for role classes (department, cost center, location or business role).

NOTE: As long as an account definition for an employee is valid, the employee retains the user account that was created by it. If the assignment of an account definition is removed, the user account that was created from this account definition is deleted.

For detailed information about preparing role classes to be assigned, see the One Identity Manager Identity Management Base Module Administration Guide.

Related Documents