Webinar deck - SharePoint permissions management can be very time-consuming and complex via SharePoint UI. Explore how SPDocKit simplifies this via reports, explorer and, management action. View webinar recording: https://goo.gl/WXmekI

1. SharePoint Permissions
Management with SPDocKit

2. Maja Blažek
Product Marketing
Manager
Introduction
Presenting 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 Frankola
Office Servers and Services MVP,
Co-founder of Acceleratio

3. More than 2000 customers in more than 50 countries worldwide use our products!
Acceleratio Ltd.
Who are we?
Featured customers

4. 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 .

5. • 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
Agenda
Overview of the today’s webinar

6. • 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
Housekeeping
Important information for attendees

7. 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

8. Meet SPDocKit

9. SPDocKit Quick Overview
What 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

10. SPDocKit Quick Overview
What 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

11. SharePoint Permissions Management
SPDocKit Features Overview

12. 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 Permissions
Quick Overview
www.spdockit.com

13. • 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 Explorer
SPDocKit Feature
History
Reports
Live
Overview
www.spdockit.com

14. Cleanup
Permissions Reports
SPDocKit 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

15. 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

16. Manage Permissions
SPDocKit 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

17. Manage Permissions
SPDocKit 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

18. Manage Permissions – SharePoint Online
SPDocKit 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

19. 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

20. 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

21. • 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

22. DEMO

23. Permissions Management Summary
Best Practices
More info about SharePoint Permissions Management via SharePoint UI – Best Practices
ESPC 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​

24. 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)

25. 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:

26. Q&A

27. Request a Demo
Try Free Trial
www.spdockit.com
Contact:
USA: (855) 855-5071
Int’l: +1 (631) 406-4900
EU: +44 (0)20 3322-2034
support@acceleratio.net
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28. Thank you!
www.spdockit.com