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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 SharePoint Roles to SharePoint Groups

In order for SharePoint user groups to obtain permissions for individual websites, 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 enabled cannot be assigned to groups.

To assign SharePoint roles to a group

  1. Select 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 -

    In Remove assignments, remove the roles.

  5. Save the changes.
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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 user authenticated user accounts belonging to these employees inherit the group.

NOTE: Groups with Only use in IT Shop set 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. In Manager, select SharePoint | Groups.

  2. Select the group in the result list.

  3. Select Assign system roles.

  4. Assign system roles in Add assignments.

    TIP: In the Remove assignments area, you can remove the assignment of system roles.

    To remove an assignment

    • Select the system role and double click .

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

When you assign a group to a 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 marked with the IT Shop option.

  • the group must be assigned a service item.

    TIP: In Web Portal, all products that can be requested are grouped together by service category. To make the group easier to find in Web Portal, assign a service category to the service item.

  • If you only want it to be possible for the group to be assigned to employees through IT Shop requests, the group must also be labeled with the Use only in IT Shop option. Direct assignment to hierarchical roles or user accounts is no longer permitted.

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

To add a group to IT Shop.

  1. In Manager select the SharePoint | Groups category (non-role-based login).

    - OR -

    In Manager, select Entitlements | SharePoint groups (role-based login).

  2. In the result list, select the group.
  3. Select Add to IT Shop.
  4. In Add assignments, assign the group to the IT Shop shelves.
  5. Save the changes.

To remove a group from individual shelves of the IT Shop

  1. In Manager select the SharePoint | Groups category (non-role-based login).

    - OR -

    In Manager, select Entitlements | SharePoint groups (role-based login).

  2. In the result list, select the group.
  3. Select Add to IT Shop.
  4. In Remove assignments, remove the group from the IT Shop shelves.
  5. Save the changes.

To remove a group from all shelves of the IT Shop

  1. In Manager select the SharePoint | Groups category (non-role-based login).

    - OR -

    In Manager, select Entitlements | SharePoint groups (role-based login).

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

    The group is removed from all shelves by the One Identity Manager Service. All requests and assignment requests with this group are canceled.

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

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Adding SharePoint Groups automatically to the IT Shop

Table 33: 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. The database has to be recompiled after changes have been made to the parameter.

To add groups automatically to IT Shop

  1. Enable the QER | ITShop | GroupAutoPublish configuration parameter in Designer.
  2. Compile the database.

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

  • Synchronization ensures that the groups are added to the IT Shop. If necessary, you can manually start synchronization with the Synchronization Editor.
  • 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 owner must be added under the Request & Fulfillment | IT Shop | Product owner application role.
    • If the owner of the group is already a member of an application role for product owner, this application role is assigned to the service item.
    • If the owner of the group is not yet a member of an application role for product owner, a new application role is created. The name of the application role corresponds to the name of the owner.
      • If the owner is a user account, the employee who owns the user account is added to the application role.
      • If it is a group of owners, the employees who own all user accounts in this group are added to the application role.
    • If the group does not have an owner, the Request & Fulfillment | IT Shop | Product owner | Without owner in SharePoint default application role is used.
  3. The group is labeled with the IT Shop option and assigned to the SharePoint Groups IT Shop shelf in the Identity & Access Lifecycle shop.

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 One Identity Manager database, the associated service item is also deleted.
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