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: maja.blazek@acceleratio.net support@acceleratio.net Twitter @majekb

Contact info: tfrankola@acceleratio.net support@acceleratio.net 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 3322-2034support@acceleratio.net

Contact us!We are super friendly and always ready to help!

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