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SharePoint 2010 Permissions

SharePoint 2010 Permissions. Keith Tuomi. profile. SharePoint Consultant / Developer at itgroove. Developing Online Systems since 1991. 10 years as dedicated .NET/Microsoft Developer . 110% SharePoint focused for 7 months, with no looking back. KEITH TUOMI. Blog. Twitter. Web.

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SharePoint 2010 Permissions

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  1. SharePoint 2010 Permissions • Keith Tuomi

  2. profile • SharePoint Consultant / Developer at itgroove • Developing Online Systems since 1991 • 10 years as dedicated .NET/Microsoft Developer • 110% SharePoint focused for 7 months, with no looking back KEITH TUOMI Blog Twitter Web • yalla.itgroove.net • @itgroove_keith • www.itgroove.net

  3. Access Management Terminology • - Permissions- single units of access that represent specific tasks that can be performed • at the list, site, or personalization level - permission levels are made up of sets of permissions - SharePoint ships with a core list of permissions that cannot be edited, added to or deleted • - Users- smallest value to which access can be granted- value corresponds to an account in Active Directory or another host application for user accounts • - Groups- a set of users who will have identical access needs • Securable objects - levels within SharePoint 2010 that can be “locked down,” or secured, by setting specificuser access • Inheritance- used to describe how user access is created by default within SharePoint • - Security Trimming & Indexing- SharePoint will only show you search results for content you have access to, and for which SharePoint understands the security • - Audiences- Used to target content to specific sets of users - Defined in the User Profile Service Application in Central Admin- NOT a security setting but simply a way to display pertinent content to specific users

  4. Topology Web Application

  5. Permission Levels • Permission Levels are collections of permissions • - level of access that users with the assigned permission have is based on the permissions that make up the permission level. • Defined at the site collection • - Managed by Site Collection Administrators- Customize an existing permission level- Copy an existing permissions level and edit the copy- Create a new permission level “from scratch”

  6. Default Permission Collection

  7. Web Application Policy • - Central Administration > Manage Web Applications • - Configures policy-based access to all content in a web application • - Allow and Deny- Deny overrides any allow permissions • - SharePoint 2010 allows you to define policies for any available permission

  8. Site Security • - Site Actions > Site Permissions • - Groups are established at the site collection- Can be given permissions at the site level- Permission inherits down from there- When you create a group you do not have to assign a permission- A group without a permission at the site can still be assigned permissions to another securable object • - Create a sub-site- Unique or Inherited Permissions

  9. Default Groups • - Owners: Full Control • - Visitors: Read • - Members: Contribute • - Features add more groups (Designers, etc.) • - The Members group is the “default members groups”

  10. SharePoint Groups • - Enable hierarchical membership management- Create a group named Site Managers> owned by site collection administrators > membership managed by owner (site collection administrators)- Site members (and other groups)> Owned by Site managers > Membership managed by owner (Site Managers) • - Enable Access Requests- Add link to request page for the group- Optionally enable auto-accept of access requests • - Control Member Visibility

  11. Group Management Comparison • - Active Directory- Technical user interface (AD Users & Computers)- No provisioning (requests, workflows)- Difficult delegation of membership management- Centralized security (group membership) management • - SharePoint- Non-technical user interface- Easy delegation of group membership management- Optional provisioning of membership requests- Unified view of SharePoint groups & users- Only applies to SharePoint

  12. Using Active Directory Groups • - Assigning permissions directly to AD groups- Possible but not recommended> Assumes that content will always be hosted in a web application using AD as its authentication provider • - Nest Active Directory groups in SharePoint groups- Add to a SharePoint group and give permissions (recommended)> user > Active Directory group > SharePoint group- Must be a security group (not a distribution group) > Distribution groups are expanded and then must be kept in sync • - Distribution groups can be used to create audiences

  13. To Nest or Not to Nest • Users > Active Directory Group > SharePoint group • Ideal world: Synchronization of membership between Active Directory and SharePoint groups • “Intranet” sites: AD groups  SP groups to define access - Add site to users’ My Sites with personalization site links - Support easy management of access - Add site to users’ My Sites with personalization site links - “Collab” sites: Add users directly to SP groups - Provide My Site visibility - Provide visibility of user in user information list - Provide visibility to site owners and members - Support collaboration

  14. List & Library Permissions • - List > List Settings / Library > Library Settings • - Stop Inheriting Permissions- Copies inherited permissions as initial explicit permissions- Can reset with Inherit Permissions button • - Ribbon Actions for Selected Group(s)/user(s)- Grant Permissions- Remove User (or group) Permissions- Edit User (or group) Permissions- Check permissions: Resultant set of permissions- Anonymous Access

  15. Folder & Item/Document Security • Items & Documents will be referred to in this presentation as “Items” unless specific difference needs to be highlighted • - Change permissions on a folder or item- Item > Arrow > Manage Permissions- When viewing the item properties in SharePoint > Edit Permissions

  16. Inheritance • - Permissions (role assignments) are inherited from the parent object • - Inheritance can be broken- All permissions are explicit - Any changes to parent do not affect the child object • - Inheritance can be reinstated- All customizations (explicit permissions) are lost • - Use inheritance wherever possible - Simplicity, coherence, maintainability

  17. Effective Permissions • - SharePoint access is based on a per URI (web address) basis- The permission to the URI is all that matters- These kids are wild: no need to ask the parents permission - No equivalent to NTFS (Windows folder security) Traverse Folder permission • - Explicit <or> Inherited- One or the other- Different than NTFS (inherited + explicit) • - Check Effective Permissions button- Shows you the actual effective permission level

  18. Security Trimming & Indexing • - The SharePoint interface and search results are security-trimmed- User don’t see what they do not have permission to read • - Item-level permissions on pages in a Page Library- Problem: A Web Part displays items> Users don’t see items they don’t have access to > The crawler sees all items in the web part and indexes them- When inheritance is stopped within a site, all Web Part content on ASPX pages is not indexed by default- Site Settings > Search and Offline Availability > Indexing ASPX Page Content

  19. Permission Levels • - Available only with Publishing Features turned on Publishing Feature Collection • ManageHierarchy • RestrictedRead • Publishing Feature • Approve

  20. SharePoint Security Notes - Columns can not be secured uniquely (out of the box) • - Performance - Conditional formatting - Related Lists - Third party solutions - Audiences • - Make content visible to users - Effect can be close to security, but it is not security

  21. Information Management Policies • In-place records management • - New in SharePoint 2010 - Record library still supported for dedicated record libraries - Enable the feature at the site collection level - Declare records management attributes • - Site Collection - Folder - Content type - Supports security at the document level without permissions - Information rights policies • - Relies on Active Directory Rights Management Services

  22. Conclusion • Remember: limited access is for SharePoint to manage unique permissions. It neither means someone is limited to access something, nor does it mean they have limited access to something. Ignore it • Permissions can be defined at creation of a site (more options) but can’t be during creation of a new list or library (in the GUI at least) • When in doubt, check effective permissions • Help your users, set a valid email account for ‘manage access requests’ - Finally, build sites based on a ‘team’ of people.  Setting individual permissions shouldn’t be something you do all the time, it should be in the ‘odd times needed’ not the goto action

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