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Identity Manager 9.1.2 - 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 Pausing handling of target system specific processes (Offline mode)
Managing SharePoint Online user accounts and employees Managing 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 a SharePoint Online connection Configuration parameters for managing SharePoint Online Default project template for SharePoint Online Editing system objects

Setting up the SharePoint Online synchronization server

All One Identity Manager Service actions are run against the target system environment on the synchronization server. Data entries required for synchronization and administration with the One Identity Manager database are processed by the synchronization server.

The One Identity Manager Service with the SharePoint Online connector must be installed on the synchronization server.

If authentication through an Azure Active Directory application is used for logging in to SharePoint Online, the One Identity Manager Service requires the certificate with the private key in the computer's certificate store (*.PFX file).

Detailed information about this topic

System requirements for the SharePoint Online synchronization server

To set up synchronization with a SharePoint Online tenant, a server must be available with the following software installed on it:

  • Windows operating system

    The following versions are supported:

    • Windows Server 2022

    • Windows Server 2019

    • Windows Server 2016

    • Windows Server 2012 R2

    • Windows Server 2012

  • Microsoft .NET Framework version 4.8 or later

    NOTE: Take the target system manufacturer's recommendations into account.

Installing One Identity Manager Service with a SharePoint Online connector

The One Identity Manager Service must be installed on the synchronization server with the SharePoint Online connector. The synchronization server must be declared as a Job server in One Identity Manager.

Table 3: Properties of the Job server
Property Value
Server function SharePoint Online connector
Machine role Server | Job Server | SharePoint Online

NOTE: If several target system environments of the same type are synchronized under the same synchronization server, it is recommended that you set up a Job server for each target system for performance reasons. This avoids unnecessary swapping of connections to target systems because a Job server only has to process tasks of the same type (re-use of existing connections).

To set up a Job server, perform the following steps.

  1. Create a Job server and install and configure the One Identity Manager Service.

    Use the One Identity Manager Service to install the Server Installer. The program runs the following steps:

    • Sets up a Job server.

    • Specifies machine roles and server function for the Job server.

    • Installs One Identity Manager Service components corresponding to the machine roles.

    • Configures the One Identity Manager Service.

    • Starts the One Identity Manager Service.

    Use the Server Installer to install the One Identity Manager Service locally or remotely.

    To remotely install the One Identity Manager Service, provide an administrative workstation on which the One Identity Manager components are installed. Ensure that the One Identity Manager components are installed on the server before installing locally. For more information about installing One Identity Manager components, see the One Identity Manager Installation Guide.

  2. If you are working with an encrypted One Identity Manager database, declare the database key in the One Identity Manager Service. For more information about working with an encrypted One Identity Manager database, see the One Identity Manager Installation Guide.

  3. To generate processes for the Job server, you need the provider, connection parameters and the authentication data. By default, this information is determined from the database connection data. If the Job server runs through an application server, you must configure extra connection data in the Designer. For more information about connection data, see the One Identity Manager Configuration Guide.

To install and configure the One Identity Manager Service on a server

  1. Start the Server Installer program.

    NOTE: To install remotely, start the Server Installer program on your administrative workstation. To install locally, start the program on the server.

  1. On the Database connection page, enter the valid connection credentials for the One Identity Manager database.

    You can connect via the application server or directly to connect to the database.

  2. On the Server properties page, specify the server on which you want to install the One Identity Manager Service.

    1. Select a Job server from the Server menu.

      - OR -

      To create a new Job server, click Add.

    2. Enter the following data for the Job server.

      • Server: Name of the Job server.

      • Queue: Name of the queue to handle the process steps. Each Job server within the network must have a unique queue identifier. The process steps are requested by the Job queue using this exact queue name. The queue identifier is entered in the One Identity Manager Service configuration file.

      • Full server name: Full server name in accordance with DNS syntax.

        Syntax:

        <Name of server>.<Fully qualified domain name>

      NOTE: You can use the Extended option to make changes to other properties for the Job server. You can also edit the properties later with the Designer.

  1. On the Machine roles page, select SharePoint Online.

  2. On the Server functions page, select SharePoint Online connector.

  3. On the Service Settings page, enter the connection data and check the One Identity Manager Service configuration.

    NOTE: The initial service configuration is predefined. If further changes need to be made to the configuration, you can do this later with the Designer. For more information about configuring the service, see the One Identity Manager Configuration Guide.

    For a direct connection to the database:

    1. In the module list, select Process collection > sqlprovider.

    2. Click the Connection string entry, then click the Edit button.

    3. Enter the connection data for the One Identity Manager database.

    4. Click OK.

    For a connection to the application server:

    1. In the module list, select the Process collection entry and click the Insert button.

    2. Select AppServerJobProvider and click OK.

    3. In the module list, select Process collection > AppServerJobProvider.

    4. Click the Connection string entry, then click the Edit button.

    5. Enter the address (URL) for the application server and click OK.

    6. Click the Authentication string entry and click the Edit button.

    7. In the Authentication method dialog, select the authentication module for logging in. Depending on the authentication module, other data may be required, such as user and password. For more information about One Identity Manager authentication modules, see the One Identity Manager Authorization and Authentication Guide.

    8. Click OK.

  4. To configure the installation, click Next.

  1. Confirm the security prompt with Yes.

  2. On the Select installation source page, select the directory with the install files. Change the directory if necessary.

  3. On the Service access page, enter the service's installation data.

    • Computer: Select the server, on which you want to install and start the service, from the menu or enter the server's name or IP address.

      To run the installation locally, select Local installation from the menu.

    • Service account: Enter the details of the user account that the One Identity Manager Service is running under. Enter the user account, the user account's password and password confirmation.

    The service is installed using the user account with which you are logged in to the administrative workstation. If you want to use another user account for installing the service, you can enter it in the advanced options.

    You can also change the One Identity Manager Service details, such as the installation directory, name, display name, and the One Identity Manager Service description, using the advanced options.

  4. Click Next to start installing the service.

    Installation of the service occurs automatically and may take some time.

  5. Click Finish on the last page of the Server Installer.

    NOTE: In a default installation, the service is entered in the server’s service management with the name One Identity Manager Service.

Preparing the administrative workstation for access to SharePoint Online

To configure synchronization with SharePoint Online in the Synchronization Editor, One Identity Manager must load the data directly from the SharePoint Online environment. If authentication through an Azure Active Directory application is used for logging in to SharePoint Online, the user currently logged in on the administrative workstation requires the certificate with the private key in the computer's certificate store (*.PFX file). The certificate must be the same certificate used by the synchronization user.

If direct access from the workstation is not possible, you can set up a remote connection server.

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