sharepoint permissions management with spdockit
TRANSCRIPT
SharePoint Permissions Management with SPDocKit
Maja BlažekProduct Marketing
Manager
IntroductionPresenting Acceleratio
Technology Partners
Acceleratio is a software development company based in Zagreb, Croatia, Europe founded in 2009.
Solutions for SharePoint, Office 365, MS Windows Remote Desktop Services, and Citrix admins and consultants.
Contact info: [email protected] [email protected] Twitter @majekb
Contact info: [email protected] [email protected] Twitter @ToniFrankola
Toni FrankolaOffice Servers and Services
MVP, Co-founder of Acceleratio
More than 2000 customers in more than 50 countries worldwide use our products!
Acceleratio Ltd.Who are we?
Featured customers
Generate SharePoint configuration documentation, audit farm health and compare, report on users and groups, and manage permissions.
Review system, user and app performance live! Manage services and report on performance counters. Set up alerts and subscriptions.
Review all your Office 365 tenants, licenses and subscriptions. Report on Exchange Online settings and SharePoint Online permissions.
Autodiscover all SQL Servers in your domain. Generate documentation, compare SQL sofigurations and create inventory reports.
We create innovative software solutions for SharePoint, Office 365, Windows Servers, SQL Servers, Remote Desktop Services, and Citrix
admins and consultants .
• Housekeeping• How to Q&A?• Permissions Reports • Permissions Management Actions• Permissions Compare Wizard• Demo - SPDocKit• Key Takeaways – Best Practices• What’s coming soon?• Q&A
AgendaOverview of the today’s webinar
• A recording of the webinar will be available (email notification)
• We’ve reserved 10 minutes at the end of the webinar for questions and answers. Please submit your questions via the chat window, I’ll answer as many as possible in the time allotted and will recap them on our SPDocKit blog
• Slide deck will be published on the blog, too
HousekeepingImportant information for attendees
How to Q&A?Small instructions for asking questions
• Place your questions at any time in the Q&A box in your GoToWebinar interface
• Questions will be answered to you, by our support team
• Some of the questions will be answered at the end of the demo to all attendees
Meet SPDocKit
SPDocKit Quick OverviewWhat is SPDocKit?
Generate entire SharePoint documentation, check the custom solutions, save farm deployment.
Monitor farm health, track changes and compare. Report on site contents and audit farm setup.
Farm Assessment
Farm Audit
Save time! Get details!
www.spdockit.com
SPDocKit Quick OverviewWhat is SPDocKit?
Check if your SharePoint farm is configured according to the latest SP community's best practices.
Create custom reports on the SharePoint content. Create rules or check the particular content settings.
Best Practices
Know how! Automatic!
Governance
www.spdockit.com
SharePoint Permissions ManagementSPDocKit Features Overview
Generate user and group permission reports, export them and present to your business users.
Analyze and manage permissions live: clone, transfer, create groups, add or remove users.
User Reporting Permissions
Dig deep! Single console!
SPDocKit – SharePoint PermissionsQuick Overview
www.spdockit.com
• Explore all SharePoint permissions for all users and sites in one place
• View permissions in real-time or on a selected date or date range
• Drill down and review permissions to the list item level
• Filter by principal type or select specific user or group you wish to report on
SharePoint Permissions ExplorerSPDocKit Feature
History Reports
Live Overview
www.spdockit.com
Cleanup
Permissions ReportsSPDocKit Feature
List Item Reports
Site Collection Reports
Subsite Reports
List Reports+ User
Reports
Group Reports
Security Audit
• SPDocKit brings numerous reports on SharePoint Permissions + Logical & Structural Reports
• Export every report as .pdf, .xlsx or .docx file
www.spdockit.com
All the user or SharePoint site permissions you need can be visible on a single
report page
Get a detailed overview of tree and leaf connections so you can reduce clutter - Site Collection, Subsite, and List
hierarchy
Knowing which groups have no users, and which users are
orphaned or have no permissions can take hours
and hours of work
Site and User Specific Reports Hierarchical Permissions Cleanup Reports
www.spdockit.com
Manage PermissionsSPDocKit Super-Power
• Inheritance: break or restore parent-child relations• Grant: assign permissions to a user or a group on a selected SharePoint• Manage: modify assigned permission levels for SharePoint groups or
individual users• Clone or transfer permissions between principals• Remove: delete user or group, remove users from group• Manage SharePoint Online permissions• Manage Site Collections
www.spdockit.com
Manage PermissionsSPDocKit Actions via Wizard
• Manage permission inheritance:• Break and restore parent-child relations
between SharePoint items• Manage SharePoint groups:• Delete, create, rename, edit groups. Add
or remove users to and from specific group• Manage SharePoint users:• Manage, clone and transfer permissions
between principals• Manage Site Collections:• Clean up the Site Collection from
unwanted principals, configure its admins, create specific permissions levels
• Manage SharePoint Online permissions:• Management On-Premises and Online
www.spdockit.com
Manage Permissions – SharePoint OnlineSPDocKit Feature
• In the Live Permissions Explorer you now have the ability to connect to both On Premises and SharePoint Online Sites
• Use the „Connect” button and enter your SharePoint Online credentials
• We recommend using Site Collection Admin account to do so
• Use managing actions (clone, clean-up, create new group, modify etc.)
www.spdockit.com
Wizard Actions
Compare Wizard:• It’s simple to use! Compare
permissions between sites, lists and list items.
• Check differences in your permissions in different points of time.
• See which permissions should be granted or removed from users when compared to another site.
Compare Permissions
Compare Result
www.spdockit.com
Object-to-Object: compare permissions for any two selected objects, choose between a real-time state or the (historical) state saved in a snapshot
Permission Differences: track all permission changes at a site collection level.
www.spdockit.com
• Each permission management action is written and saved in SPDocPerm event log
• Located in Windows event log under Applications and Services Logs
• Here you can see:• details regarding the permission
change – which action and on which SharePoint object
• which user account made the change
• when was the change made
SPDocKit Permission Management Event Log
www.spdockit.com
DEMO
Permissions Management SummaryBest Practices
More info about SharePoint Permissions Management via SharePoint UI – Best PracticesESPC webinar by Toni Frankola – view recording: https://www.sharepointeurope.com/webinars/permission-management-sharepoint-overview-best-practices/
• Use AD Groups or Azure AD Groups when possible • Be careful as management might be difficult in the long run • Define SharePoint groups on the Site Collection level • Use Groups instead of giving access directly• Remove unused groups when possible• Remove orphaned users
Permissions Management Summary...more Best Practices
• Break permissions ideal spot: • Site >> List >> Folder >> List Item
• Make sure not to cross defined SharePoint boundaries
• When creating a new site with unique permissions use existing groups when possible
• Try to reduce the number of custom permission levels
• When creating a new PL, start by copying existing one
• Be careful when restoring permissions inheritance on a site (it will restore entire chain downwards)
What’s new and what’s coming soon?Coming up in the next SPDocKit release
Release date: late October, 2016
Updated Monitoring – more powerful! Export documentation to Excel – filter
your data! Documentation of installed certificates New Compare options Best Practices alerts Live Site Explorer
Coming up next in SPDocKit release:
Free Trial of our tool available at:
www.spdockit.com
Q&A
Request a Demo
Try Free Trialwww.spdockit.com
Contact:USA: (855) 855-5071Int’l: +1 (631) 406-4900EU: +44 (0)20 [email protected]
Contact us!We are super friendly and always ready to help!
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