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

Assigning extended properties

Extended properties are meta objects that cannot be mapped directly in One Identity Manager, for example, operating codes, cost codes or cost accounting areas.

To specify extended properties for a user account

  1. Select SharePoint | User accounts (group authenticated) or SharePoint | User accounts (user authenticated).
  2. Select the user account in the result list.
  3. Select Assign extended properties in the task view.
  4. Assign extended properties in Add assignments.

    - OR -

    Remove extended properties from Remove assignments.

  5. Save the changes.
Detailed information about this topic
  • One Identity Manager Identity Management Base Module Administration Guide

Using Custom Authentication Modes

When user accounts are added, the values of various master data are determined using templates. One Identity Manager tries to identify and classify an authentication object using user account properties during synchronization. To use custom authentication modes, the templates of different columns must be modified if necessary. Create custom templates so that authentication modes can be assigned automatically to user accounts and the login names can be correctly formatted.

To use custom authentication modes

  1. In Designer, adjust the templates for the column SPSUser.UID_SPSAuthSystem (authentication mode).
  2. Test the template of columns SPSUser.ObjectKeyNamespaceItem (authentication modes) and SPSUser.LoginName (login name) and modify them if necessary.
Detailed information about this topic

Automatic Assignment of Employees to SharePoint User Accounts

Table 28: Configuration parameters for automatic employee assignment
Configuration parameter Meaning

TargetSystem\SharePoint\PersonAutoFullSync

This configuration parameter specifies the mode for automatic employee assignment for user accounts added to or updated in the database through synchronization.

TargetSystem\SharePoint\PersonAutoDefault

This configuration parameter specifies the mode for automatic employee assignment for user accounts added to the database outside synchronization.

When you add a user authenticated user account, an existing employee can be assigned automatically. This mechanism can follow after a new user account has been created manually or through synchronization. Define criteria for finding employees to apply to automatic employee assignment. If a user account is linked to an employee through the current mode, the user account is given, through an internal process, the default manage level of the account definition entered in the user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined.

If you run this procedure during working hours, automatic assignment of employees to user accounts takes place from that moment onwards. If you disable the procedure again later, the changes only affect user accounts added or updated after this point in time. Existing employee assignment to user accounts remain intact.

NOTE: It is not recommended to assign employees using automatic employee assignment in the case of administrative user accounts. Use Change master data to assign employees to administrative user account for the respective user account.

Prerequisites:

  • Group authenticated is not set in the user accounts.
  • The user accounts are not assigned an authentication object

Run the following tasks to assign employees automatically.

  • If employees can be assigned by user accounts during synchronization, set "TargetSystem\SharePoint\PersonAutoFullsync" in Designer and select the mode.
  • If employees can be assigned by user accounts during synchronization, set "TargetSystem\SharePoint\PersonAutoDefault" in Designer and select the mode.
  • Assign an account definition to the site collection. Ensure that the manage level to be used is entered as the default manage level.
  • Define the search criteria for employees assigned to the site collection.

NOTE:

The following applies for synchronization:

  • Automatic employee assignment takes effect if user accounts are added or updated.

The following applies outside synchronization:

  • Automatic employee assignment takes effect if user accounts are added.
Detailed information about this topic
  • For more information, see the One Identity Manager Target System Base Module Administration Guide.
Related Topics

Editing Search Criteria for Automatic Employee Assignment

The criteria for employee assignment are defined for the site collection. In this case, you specify which user account properties must match the employee’s properties such that the employee can be assigned to the user account. You can limit search criteria further by using format definitions. The search criterion is written in XML notation to the Search criteria for automatic employee assignment column (AccountToPersonMatchingRule) in the SPSSite table.

Search criteria are evaluated when employees are automatically assigned to user accounts. Furthermore, you can create a suggestion list for assignments of employees to user accounts based on the search criteria and make the assignment directly.

NOTE: When the employees are assigned to user accounts on the basis of search criteria, user accounts are given the default manage level of the account definition entered in the user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined.

It is not recommended to make assignment to administrative user accounts based on search criteria. Use Change master data to assign employees to administrative user account for the respective user account.

NOTE: One Identity Manager supplies a default mapping for employee assignment. Only carry out the following steps when you want to customize the default mapping.

To specify criteria for employee assignment

  1. Select SharePoint | Site collections.
  2. Select the site collection in the result list.
  3. Select Define search criteria for employee assignment in the task view.
  4. Specify which user account properties must match with which employee so that the employee is linked to the user account.
    Table 29: Standard search criteria for user accounts
    Apply to Column for employee Column for user account
    User accounts (user authenticated) Central user account (CentralAccount) Login name (LoginName)
  5. Save the changes.
Direct assignment of employees to user accounts based on a suggestion list

In Assignments, you can create a suggestion list for assignments of employees to user accounts based on the search criteria and make the assignment directly. User accounts are grouped in different views for this.

Table 30: Manual Assignment View

View

Description

Suggested assignments

This view lists all user accounts to which One Identity Manager can assign an employee. All employees are shown who were found using the search criteria and can be assigned.

Assigned user accounts

This view lists all user accounts to which an employee is assigned.

Without employee assignment

This view lists all user accounts to which no employee is assigned and for which no employee was found using the search criteria.

TIP: By double-clicking on an entry in the view, you can view the user account and employee master data.

To apply search criteria to user accounts

  • Click Reload.

    All possible assignments based on the search criteria are found in the target system for all user accounts. The three views are updated.

To assign employees directly over a suggestion list

  1. Click Suggested assignments.
    1. Click Select for all user accounts to which you want to assign the suggested employees. Multi-select is possible.
    2. Click Assign selected.
    3. Confirm the security prompt with Yes.

      The employees determined using the search criteria are assigned to the selected user accounts.

    – OR –

  2. Click No employee assignment.
    1. Click Select employee for the user account to which you want to assign an employee. Select an employee from the menu.
    2. Click Select for all user accounts to which you want to assign the selected employees. Multi-select is possible.
    3. Click Assign selected.
    4. Confirm the security prompt with Yes.

      The employees displayed in the Employee column are assigned to the selected user accounts.

To remove assignments

  1. Click Assigned user accounts.
    1. Click Select for all user accounts for which you want to delete the employee assignment. Multi-select is possible.
    2. Click Remove selected.
    3. Confirm the security prompt with Yes.

      The assigned employees are removed from the selected user accounts.

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