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Identity Manager 8.2.1 - 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
Managing SharePoint Online user accounts and employees Managing the 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 an SharePoint Online connection Configuration parameters for managing SharePoint Online Default project template for SharePoint Online Editing system objects

Assigning account definitions to all employees

Use this task to assign the account definition to all internal employees. Employees that are marked as external do not obtain this account definition. Once a new internal employee 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 employees in the database and all pending newly added internal employees obtain a user account in this target system.

To assign an account definition to all employees

  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 employees task.

  5. Confirm the security prompt with Yes.

  6. Save the changes.

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

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Assigning account definitions directly to employees

To assign an account definition directly to employees

  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 employees task.

  4. In the Add assignments pane, add employees.

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

    To remove an assignment

    • Select the employee and double-click .

  5. Save the changes.
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Assigning account definitions to system roles

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

Account definitions with the Only use in IT Shop option 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.

Adding account definitions in the IT Shop

An account definition can be requested by shop customers when it is assigned to an IT Shop shelf. To ensure it can be requested, further prerequisites need to be guaranteed.

  • The account definition must be labeled with the IT Shop option.

  • The account definition must be assigned to a service item.

    TIP: In the Web Portal, all products that can be requested are grouped together by service category. To make the account definition easier to find in the Web Portal, assign a service category to the service item.

  • If the account definition is only assigned to employees using IT Shop assignments, you must also set the Only for use in IT Shop option. Direct assignment to hierarchical roles may not be possible.

NOTE: IT Shop administrators can assign account definitions to IT Shop shelves if login is role-based. Target system administrators are not authorized to add account definitions in the IT Shop.

To add an account definition to the IT Shop (role-based login)

  1. In the Manager, select the Entitlements > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Add to IT Shop task.

  4. In the Add assignments pane, assign the account definitions to the IT Shop shelves.

  5. Save the changes.

To add an account definition to the IT Shop (non role-based login)

  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 Add to IT Shop task.

  4. In the Add assignments pane, assign the account definitions to the IT Shop shelves.

  5. Save the changes.

To remove an account definition from individual IT Shop shelves (role-based login)

  1. In the Manager, select the Entitlements > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Add to IT Shop task.

  4. In the Remove assignments pane, remove the account definitions from the IT Shop shelves.

  5. Save the changes.

To remove an account definition from individual IT Shop shelves (non role-based login)

  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 Add to IT Shop task.

  4. In the Remove assignments pane, remove the account definitions from the IT Shop shelves.

  5. Save the changes.

To remove an account definition from all IT Shop shelves (role-based login)

  1. In the Manager, select the Entitlements > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Remove from all shelves (IT Shop) task.

  4. Confirm the security prompt with Yes.
  5. Click OK.

    The account definition is removed from all shelves by the One Identity Manager Service. At the same time, any requests and assignment requests with this account definition are canceled.

To remove an account definition from all IT Shop shelves (non role-based login)

  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 Remove from all shelves (IT Shop) task.

  4. Confirm the security prompt with Yes.
  5. Click OK.

    The account definition is removed from all shelves by the One Identity Manager Service. At the same time, any requests and assignment requests with this account definition are canceled.

For detailed information about requesting company resources through the IT Shop, see the One Identity Manager IT Shop Administration Guide.

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