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Identity Manager 8.2.1 - Administration Guide for Connecting to SharePoint

Managing SharePoint environments

Architecture overview One Identity Manager users for managing SharePoint Claims-based authentication

Setting up SharePoint farm synchronization

Users and permissions for synchronizing with a SharePoint farm Setting up the synchronization server Creating a synchronization project for initial synchronization of a SharePoint farm Special synchronization cases for valid permissions Displaying synchronization results Customizing the synchronization configuration

How to configure SharePoint synchronization Configuring synchronization of several SharePoint farms Changing system connection settings of SharePoint farms

Editing connection parameters in the variable set Editing target system connection properties

Updating schemas

Speeding up synchronization with revision filtering Post-processing outstanding objects Configuring the provisioning of memberships Configuring single object synchronization Accelerating provisioning and single object synchronization Help for analyzing synchronization issues Disabling synchronization Synchronizing single objects Ignoring data error in synchronization

Basic data for managing a SharePoint environment

Authentication modes Prefixes Zones and alternative URLs SharePoint site templates SharePoint permissions SharePoint quotas SharePoint languages Editing a server

Main data for a Job server Specifying server functions

Target system managers Setting up account definitions

Creating an account definition

Main data for an account definition

Creating manage levels

Main data for manage levels

Creating a formatting rule for IT operating data Collecting IT operating data Modify IT operating data Assigning account definitions to employees

Assigning account definitions to departments, cost centers, and locations Assigning account definitions to business roles Assigning account definitions to all employees Assigning account definitions directly to employees Assigning account definitions to system roles Adding account definitions to the IT Shop

Assigning account definitions to a target system Deleting an account definition

SharePoint farms

General main data of a SharePoint farm Editing synchronization projects

SharePoint web applications SharePoint site collections and sites

SharePoint site collections

General main data of a site collection Specifying categories for inheriting SharePoint groups

SharePoint sites

General main data of a site Address data for a site Site design properties Additional tasks for managing sites Passing on permissions to child sites

Setting up SharePoint site collections and sites

SharePoint user accounts

Supported user account types Entering main data of SharePoint user accounts

Group authenticated user account main data User authenticated user account main data

Additional tasks for managing SharePoint user accounts

Displaying the SharePoint user account overview Assigning SharePoint groups directly to a SharePoint user account Assigning SharePoint roles directly to user accounts Assigning extended properties

Using custom authentication modes Assigning employees automatically to SharePoint user accounts

Editing search criteria for automatic employee assignment

Deleting and restoring SharePoint user accounts

SharePoint roles and groups

SharePoint groups

Entering main data of SharePoint groups Assigning SharePoint groups to SharePoint user accounts

Assigning SharePoint groups to departments, cost centers and locations Assigning SharePoint groups to business roles Assigning SharePoint user accounts directly to a SharePoint group Assigning SharePoint roles to SharePoint groups Adding SharePoint groups to system roles Adding SharePoint groups to the IT Shop Adding SharePoint groups automatically to the IT Shop

Additional tasks for managing SharePoint groups

Displaying an overview of SharePoint groups Effectiveness of group memberships SharePoint group inheritance based on categories Assigning extended properties to SharePoint groups

Deleting SharePoint groups Default solutions for requesting SharePoint groups

Adding SharePoint groups SharePointRequesting Groups Memberships

SharePoint roles and permission levels

Entering main data of SharePoint permission levels Additional tasks for managing SharePoint permission levels

Displaying the SharePoint permission level overview Assigning permissions

Special synchronization cases for valid permissions Entering main data of SharePoint roles Assigning SharePoint roles to SharePoint user accounts

Assigning SharePoint roles to departments, cost centers and locations Assigning SharePoint roles to business roles Assigning SharePoint user accounts directly to a SharePoint role Assigning SharePoint groups to SharePoint roles Adding SharePoint roles to system roles Adding SharePoint roles to the IT Shop

Additional tasks for managing SharePoint roles

Displaying the SharePoint rules overview Effectiveness of SharePoint roles Assigning extended properties to SharePoint roles

Deleting SharePoint roles and permission levels

Permissions for SharePoint web applications

SharePoint permission policies SharePoint user policies

Reports about SharePoint objects

Overview of all assignments

Configuration parameters for managing a SharePoint environment Default project template for SharePoint

General main data of a site

The following main data is displayed for sites.

Table 16: General main data of a site
Property	Description
Display name	Display name of the site.
Root site	Specifies whether the site is the site collection root site.
Parent site	Unique ID for the parent site.
Site collection	Unique identifier for the site collection to which the site belongs.
Unique role definition	Specifies whether permission levels and associated permission can be defined for the site (tables SPSRole and SPSRoleHasSPSPermission). If the option is not set the role definitions are inherited from the parent site.
Use roles from	Unique identifier for the site from which the role definitions are inherited. If the site is assigned roles of its own, their permissions are overwritten by the inherited permissions.
Unique role assignments	Specifies whether user accounts or groups can have direct access permissions to the site (tables SPSUserHasSPSRLAsgn and SPSGroupHasSPSRLAsgn). If this option is not set, the role assignments are inherited from the parent site. No other user accounts or groups have permissions for this site.
Use assignments from	Unique identifier for the site from which the role assignments are inherited.
Author	Link to user account that created the site.
Description	Text field for additional explanation.
Permit anonymous access	Specifies whether anonymous access is permitted to the site.

Detailed information about this topic

Address data for a site

On Addresses tab, the following address data is mapped.

Table 17: Address data for a site
Properties	Description
Prefix	Unique identifier of the prefix for the site collection under which you want the site to be added. A value is only shown if you add the site through One Identity Manager.
URL relative to server	URL for the site logo relative to the web application URL.
URL	Absolute site URL.
System master page URL	System master page URL, relative to the web application URL.
Site master page URL	Site master page URL, relative to the web application URL.
Portal URL	URL for a portal site that this site is linked to.

If the server declared in the URL can be resolved by DNS, you can open the site in the default browser.

To open the site

Select the SharePoint > Sites category.
Select the site in the result list.
Select the Open URL task.

Related topics

Setting up SharePoint site collections and sites

Site design properties

The following design information is displayed on Design.

Table 18: Site design properties
Property	Description
Site template	Unique identifier for the site template to be used when the site is created. A value is only shown if you add the site through One Identity Manager.
Title	Name for displaying the site.
URL for logo	URL for the site logo relative to the web application URL.
Logo icon description	Description of the site's logo.

Related topics

Setting up SharePoint site collections and sites

Additional tasks for managing sites

After you have entered the main data, you can run the following tasks.

You can view all the roles and permission levels that are valid for this site on the overview form. Use the Open URL task to open the site in a standard web browser. Prerequisite for this is that the server in the URL can be resolved per DNS.

To obtain an overview of an site

Select the SharePoint > Sites category.
Select the site in the result list.
Select the SharePoint site overview task.

Related topics

Address data for a site

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