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Identity Manager 8.2.1 - Administration Guide for Connecting to SharePoint Online

Mapping a SharePoint Online environment in One Identity Manager Synchronizing a SharePoint Online environment
Setting up initial synchronization with a SharePoint Online tenant SharePoint Online synchronization features Customizing the synchronization configuration Running synchronization Tasks following synchronization Troubleshooting Ignoring data error in synchronization
Managing SharePoint Online user accounts and employees Managing the assignments of SharePoint Online groups and roles Mapping of SharePoint Online objects in One Identity Manager
SharePoint Online tenants SharePoint Online user accounts SharePoint Online groups SharePoint Online permission levels SharePoint Online site collections SharePoint Online sites SharePoint Online roles Setting up SharePoint Online site collections and sites Reports about SharePoint Online objects
Handling of SharePoint Online objects in the Web Portal Basic data for managing a SharePoint Online environment Troubleshooting an SharePoint Online connection Configuration parameters for managing SharePoint Online Default project template for SharePoint Online Editing system objects

Assigning SharePoint Online roles to SharePoint Online groups

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

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

To assign SharePoint Online roles to a group

  1. In the Manager, select the SharePoint Online > Groups category.

  2. Select the group in the result list.

  3. Select the Assign SharePoint Online roles task.

  4. In the Add assignments pane, assign the roles.

    TIP: In the Remove assignments pane, you can remove assigned roles.

    To remove an assignment

    • Select the role and double-click .

  5. Save the changes.
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Assigning SharePoint Online groups to SharePoint Online roles

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

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

To assign groups to a SharePoint Online role

  1. In the Manager, select the category SharePoint Online > Roles.

  2. Select the role in the result list.

  3. Select the Assign groups task.

  4. In the Add assignments pane, assign the groups.

    TIP: In the Remove assignments pane, you can remove the assignment of groups.

    To remove an assignment

    • Select the group and double-click .

  5. Save the changes.
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Effectiveness of SharePoint Online entitlement assignments

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

NOTE:

  • 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 effectiveness of the assignments is mapped in the O3SUserInO3SGroup and O3SBaseTreeHasGroup tables by the XIsInEffect column.

Example: The effect of group memberships
  • Group A is assigned through the "Marketing" department, group B through "Finance", and group C through the "Control group" business role.

Clara Harris has a user account in this site collection. She primarily belongs to the "Marketing" department. The "Control group" business role and the "Finance" department 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 13: Specifying excluded groups (O3SGroupExclusion table)

Effective group

Excluded group

Group A

Group B

Group A

Group C

Group B

Table 14: 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 "control group" business role 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 15: 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

Prerequisites
  • The QER | Structures | Inherite | GroupExclusion configuration parameter is set.

    In the Designer, set the configuration parameter and compile the database.

    NOTE: If you disable the configuration parameter at a later date, model components and scripts that are not longer required, are disabled. SQL procedures and triggers are still carried out. For more information about the behavior of preprocessor relevant configuration parameters and conditional compiling, see the One Identity Manager Configuration Guide.

  • Mutually exclusive groups belong to the same site collection.

To exclude a group

  1. In the Manager, select the SharePoint Online > Groups category.

  2. Select a group in the result list.

  3. Select the Exclude groups task.

  4. In the Add assignments pane, assign the groups that are mutually exclusive to the selected group.

    - OR -

    In the Remove assignments pane, remove the groups that are no longer mutually exclusive.

  5. Save the changes.

SharePoint Online group inheritance based on categories

In One Identity Manager, user accounts can selectively inherit groups. To do this, groups and user accounts are divided into categories. The categories can be freely selected and are specified using a mapping rule. 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. In the group table, enter your categories for the target system-dependent groups. Each table contains the category positions position 1 to position 63.

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 items 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 16: Category examples
Category item Categories for user accounts Categories for groups
1 Default user Default permissions
2 System users System user permissions
3 System administrator System administrator permissions

Figure 2: Example of inheriting through categories.

To use inheritance through categories

  1. In the Manager, define the categories in the site collection.

  2. Assign categories to user accounts through their main data.

  3. Assign categories to groups through their main data.

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