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Identity Manager 9.2.1 - 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 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

Assigning account definitions to business roles

NOTE: This function is only available if the Business Roles Module is installed.

You can assign account definitions to business roles in order to assign them to identities through business roles.

To add account definitions to hierarchical roles

  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 Assign business roles task.

  4. In the Add assignments pane, select the role class and assign business roles.

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

    To remove an assignment

    • Select the business role and double-click .

  5. Save the changes.
Related topics

Assigning account definitions to all identities

Use this task to assign the account definition to all internal identities. Identities that are marked as external do not obtain this account definition. Once a new internal identity is created, they automatically obtain this account definition. The assignment is calculated by the DBQueue Processor.

IMPORTANT: Only run this task if you can ensure that all current internal identities in the database and all pending newly added internal identities obtain a user account in this target system.

To assign an account definition to all identities

  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. Select the Disable automatic assignment to identities task.

  5. Confirm the security prompt with Yes.

  6. Save the changes.

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

Related topics

Assigning account definitions directly to identities

Account definitions can be assigned directly or indirectly to identities. Indirect assignment is carried out by allocating identities and account definitions in company structures, like departments, cost centers, locations, or business roles.

To react quickly to special requests, you can assign account definitions directly to identities.

To assign an account definition directly to identities

  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 Assign to identities task.

  4. In the Add assignments pane, add identities.

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

    To remove an assignment

    • Select the identity and double-click .

  5. Save the changes.
Related topics

Assigning account definitions to system roles

NOTE: This function is only available if the System Roles Module is installed.

Use this task to add an account definition to system roles.

NOTE: Account definitions with the Only use in IT Shop option set can only be assigned to system roles that also have this option set.

To add account definitions to a system role

  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 Assign system roles task.

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

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

    To remove an assignment

    • Select the system role and double-click .

  5. Save the changes.
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