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Identity Manager 9.1 - 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 employees Managing 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 a SharePoint Online connection Configuration parameters for managing SharePoint Online Default project template for SharePoint Online Editing system objects

Assigning SharePoint Online entitlements to business roles

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

You assign entitlements to business roles so that these entitlements are assigned to user accounts through these business roles.

To assign an entitlement to business roles (non role-based login):

  1. In the Manager, select one of the following categories.

    • SharePoint Online > Groups

    • SharePoint Online > Roles

  2. Select the entitlements 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.

To assign entitlements to a business role (role-based login):

  1. In the Manager, select the Business roles > <role class> category.

  2. Select the business role in the result list.

  3. Select one of the following tasks.

    • Assign SharePoint Online groups

    • Assign SharePoint Online roles

  4. In the Add assignments pane, assign the entitlements.

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

    To remove an assignment

    • Select the entitlement and double-click .
  5. Save the changes.
Related topics

Adding SharePoint Online entitlements to system roles

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

Use this task to add an entitlement to system roles. If you assign a system role to employees, all user accounts owned by these employees inherit the entitlement.

NOTE: Groups with Only use in IT Shop set can only be assigned to system roles that also have this option set. For more information, see the One Identity Manager System Roles Administration Guide.

To assign a group to system roles:

  1. In the Manager, select one of the following categories.

    • SharePoint Online > Groups

    • SharePoint Online > Roles

  2. Select the entitlements 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 the system role assignment.

    To remove an assignment

    • Select the system role and double-click .

  5. Save the changes.
Related topics

Adding SharePoint Online entitlements to the IT Shop

When you assign a permission to an IT Shop shelf, it can be requested by the shop customers. To ensure it can be requested, further prerequisites need to be guaranteed:

  • The permissions must be labeled with the IT Shop option.

  • The permission must be assigned a service item.

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

  • If you only want the permission to be assigned to employees through IT Shop requests, the permissions must also be labeled with the Use only in IT Shop option. Direct assignment to hierarchical roles or user accounts is no longer permitted.

NOTE: With role-based login, the IT Shop administrators can assign permissions to IT Shop shelves. Target system administrators are not authorized to add permissions to IT Shop.

To add a permission to the IT Shop.

  1. In the Manager, select the one of the following categories (non role-based login).

    • SharePoint Online > Groups

    • SharePoint Online > Roles

    - OR -

    In the Manager, select one of the following categories (role-based login).

    • Entitlements > SharePoint Online groups

    • Entitlements > SharePoint Online roles

  2. In the result list, select the permission.

  3. Select the Add to IT Shop task.

  4. Select the IT Shop structures tab.

  5. In the Add assignments pane, the entitlement to the IT Shop shelves.

  6. Save the changes.

To remove, an entitlement from individual shelves of the IT Shop

  1. In the Manager, select the one of the following categories (non role-based login).

    • SharePoint Online > Groups

    • SharePoint Online > Roles

    - OR -

    In the Manager, select one of the following categories (role-based login).

    • Entitlements > SharePoint Online groups

    • Entitlements > SharePoint Online roles

  2. In the result list, select the permission.

  3. Select the Add to IT Shop task.

  4. Select the IT Shop structures tab.

  5. In the Remove assignments pane, the entitlement from the IT Shop shelves.

  6. Save the changes.

To remove, an entitlement from all shelves of the IT Shop

  1. In the Manager, select the one of the following categories (non role-based login).

    • SharePoint Online > Groups

    • SharePoint Online > Roles

    - OR -

    In the Manager, select one of the following categories (role-based login).

    • Entitlements > SharePoint Online groups

    • Entitlements > SharePoint Online roles

  2. In the result list, select the group.

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

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

    The group is removed from all shelves by the One Identity Manager Service. All requests and assignment requests with this group are canceled.

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

Related topics

Assigning SharePoint Online user accounts directly to an entitlement

To react quickly to special requests, you can assign the entitlements directly to user accounts.

To assign an entitlement directly to user accounts

  1. In the Manager, select one of the following categories.

    • SharePoint Online > Groups

    • SharePoint Online > Roles

  2. Select the entitlements in the result list.

  3. Select in the Assign user accounts task.

  4. In the Add assignments pane, assign the user accounts.

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

    To remove an assignment

    • Select the user account and double-click .

  5. Save the changes.
Related topics
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