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Identity Manager 9.2 - 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 SharePoint site 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 objects Configuration parameters for managing a SharePoint environment Default project template for SharePoint

Assigning extended properties

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

To specify extended properties for a user account

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

    - OR -

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

Assigning identities automatically to SharePoint user accounts

Table 22: Configuration parameters for automatic identity assignment
Configuration parameter Meaning

TargetSystem | SharePoint | PersonAutoFullsync

Mode for automatic identity assignment for user accounts that are added to or updated in the database by synchronization.

TargetSystem | SharePoint | PersonAutoDefault

Mode for automatic identity assignment for user accounts added to the database outside synchronization.

When you add a user authenticated user account, an existing identity can automatically be assigned to it. This mechanism can be triggered after a new user account is created either manually or through synchronization.

Define criteria for finding identities to apply to automatic identity assignment. If a user account is linked to an identity 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 identities 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 identity assignments to user accounts remain intact.

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

For more information about assigning identities automatically, see the One Identity Manager Target System Base Module Administration Guide.

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 identities automatically.

  • If you want identities to be assigned during the synchronization of user accounts, in the Designer, set the TargetSystem | SharePoint | PersonAutoFullsync configuration parameter and select the required mode.
  • If you want identities to be assigned outside synchronization, in the Designer, set the TargetSystem | SharePoint | PersonAutoDefault configuration parameter and select the required 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 identities assigned to the site collection.

NOTE:

The following applies for synchronization:

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

The following applies outside synchronization:

  • Automatic identity assignment takes effect if user accounts are added.
Related topics

Editing search criteria for automatic identity assignment

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

The criteria for identity assignments are defined for the site collection. You specify which user account properties must match the identity’s properties such that the identity 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 identity assignment column (AccountToPersonMatchingRule) in the SPSSite table.

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

NOTE: Object definitions for user accounts that can have search criteria applied to them are predefined. For example, if you require other objects definitions that limit a preselection of user accounts, set up the respective custom object definitions in the Designer. For more information, see the One Identity Manager Configuration Guide.

To specify criteria for identity assignment

  1. Select the SharePoint > Site collections category.
  2. Select the site collection in the result list.
  3. Select the Define search criteria for identity assignment task.
  4. Specify which user account properties must match with which identity so that the identity is linked to the user account.
    Table 23: Standard search criteria for user accounts
    Apply to Identity column User account column
    User accounts (user authenticated) Central user account (CentralAccount) Login name (LoginName)
  5. Save the changes.
Direct assignment of identities to user accounts based on a suggestion list

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

Table 24: Manual assignment view

View

Description

Suggested assignments

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

Assigned user accounts

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

No identity assignment

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

TIP: By double-clicking on an entry in the view, you can view the user account and identity main 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 identities directly using a suggestion list

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

      The identities found using the search criteria are assigned to the selected user accounts.

    – OR –

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

      The identities displayed in the Identity column are assigned to the selected user accounts

      .

To remove assignments

  1. Click Assigned user accounts.
    1. Click Selection on all user accounts you want to delete the identity assignment from. Multi-select is possible.
    2. Click Remove selected.
    3. Confirm the security prompt with Yes.

      The assigned identities are removed from the selected user accounts.

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