Chat now with support
Chat with Support

We are currently experiencing issues on our phone support and are working diligently to restore services. For support, please sign in and create a case or email supportadmin@quest.com for assistance

Identity Manager 9.2 - 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 identities Managing assignments of SharePoint Online groups and roles Mapping 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

Account definitions for SharePoint Online user accounts

One Identity Manager has account definitions for automatically allocating user accounts to identities. You can create account definitions for every target system. If an identity does not yet have a user account in a target system, a new user account is created. This is done by assigning account definitions to an identity.

The data for the user accounts in the respective target system comes from the basic identity main data. The assignment of the IT operating data to the identity’s user account is controlled through the primary assignment of the identity to a location, a department, a cost center, or a business role. Processing is done through templates. There are predefined templates for determining the data required for user accounts included in the default installation. You can customize templates as required.

Specify the manage level for an account definition for managing user accounts. The user account’s manage level specifies the extent of the identity’s properties that are inherited by the user account. This allows an identity to have several user accounts in one target system, for example:

  • Default user account that inherits all properties from the identity.

  • Administrative user account that is associated to an identity but should not inherit the properties from the identity.

For more detailed information about the principles of account definitions, manage levels, and determining the valid IT operating data, see the One Identity Manager Target System Base Module Administration Guide.

The following steps are required to implement an account definition:

  • Creating account definitions

  • Configuring manage levels

  • Creating the formatting rules for IT operating data

  • Collecting IT operating data

  • Assigning account definitions to identities and target systems

Detailed information about this topic

Creating account definitions

Create one or more account definitions for the target system.

To create a new account definition

  1. In the Manager, select the SharePoint Online > Basic configuration data > Account definitions > Account definitions category.

  2. Click in the result list.

  3. On the main data form, enter the main data of the account definition.

  4. Save the changes.

Related topics

Editing account definitions

You can edit the main data of account definitions.

To edit an account definition

  1. In the Manager, select the SharePoint Online > Basic configuration data > Account definitions > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Change main data task.

  4. Enter the account definition's main data.

  5. Save the changes.

Related topics

Main data for account definitions

Enter the following data for an account definition:

Table 8: Main data for an account definition

Property

Description

Account definition

Account definition name.

User account table

Table in the One Identity Manager schema that maps user accounts.

Target system

Target system to which the account definition applies.

Required account definition

Specifies the required account definition. Define the dependencies between account definitions. When this account definition is requested or assigned, the required account definition is assigned automatically.

TIP: You can enter the account definition of the corresponding Azure Active Directory tenant here. In this case, an Azure Active Directory user account is first created for the identity. Once this user account exists, the SharePoint Online user account is added.

Description

Text field for additional explanation.

Manage level (initial)

Manage level to use by default when you add new user accounts.

Risk index

Value for evaluating the risk of assigning the account definition to identities. Set a value in the range 0 to 1. This input field is only visible if the QER | CalculateRiskIndex configuration parameter is set.

For more information, see the One Identity Manager Risk Assessment Administration Guide.

Service item

Service item through which you can request the account definition resource in the IT Shop. Assign an existing service item or add a new one.

IT Shop

Specifies whether the account definition can be requested through the IT Shop. This account definition can be requested through the Web Portal and allocated by defined approval processes. The resource can also be assigned directly to identities and roles outside the IT Shop.

Only for use in IT Shop

Specifies whether the account definition can only be requested through the IT Shop. This account definition can be requested through the Web Portal and allocated by defined approval processes. The account definition cannot be directly assigned to roles outside the IT Shop.

Automatic assignment to identities

Specifies whether the account definition is automatically assigned to all internal identities. To automatically assign the account definition to all internal identity, use the Enable automatic assignment to identities The account definition is assigned to every identity that is not marked as external. Once a new internal identity is created, they automatically obtain this account definition.

To automatically remove the account definition assignment from all identities, use the Disable automatic assignment to identities. The account definition cannot be reassigned to identities from this point on. Existing account definition assignments remain intact.

Retain account definition if permanently disabled

Specifies the account definition assignment to permanently deactivated identities.

Option set: The account definition assignment remains in effect. The user account remains intact.

Option not set (default): The account definition assignment is not in effect. The associated user account is deleted.

Retain account definition if temporarily disabled

Specifies the account definition assignment to temporarily deactivated identities.

Option set: The account definition assignment remains in effect. The user account remains intact.

Option not set (default): The account definition assignment is not in effect. The associated user account is deleted.

Retain account definition on deferred deletion

Specifies the account definition assignment on deferred deletion of identities.

Option set: The account definition assignment remains in effect. The user account remains intact.

Option not set (default): The account definition assignment is not in effect. The associated user account is deleted.

Retain account definition on security risk

Specifies the account definition assignment to identities posing a security risk.

Option set: The account definition assignment remains in effect. The user account remains intact.

Option not set (default): The account definition assignment is not in effect. The associated user account is deleted.

Resource type

Resource type for grouping account definitions.

Spare field 01 - spare field 10

Additional company-specific information. Use the Designer to customize display names, formats, and templates for the input fields.

Groups can be inherited

Specifies whether the user account can inherit groups through the linked identity. If the option is set, the user account inherits groups through hierarchical roles, in which the identity is a member, or through IT Shop requests.

  • If you add an identity with a user account to a department, for example, and you have assigned groups to this department, the user account inherits these groups.

  • If an identity has requested group membership in the IT Shop and the request is granted approval, the identity's user account only inherits the group if the option is set.

Roles can be inherited

Specifies whether the user account can inherit SharePoint Online roles through the linked identity. If the option is set, the user account inherits the roles through hierarchical roles, in which the identity is a member, or through IT Shop requests.

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating