Mapping Users, Groups, and Permissions

SharePoint Migration Manager for eRoom (SMM) has the ability to map users, and groups, as well as migrate permissions, or rights, as a part of a site or list migration action. These mappings are scoped to the server level, meaning that once mappings are set they will persist until they are manually changed.

Users and groups can be manually mapped from the source eRoom container to the target SharePoint location. A one-to-one mapping method is used, however, it is possible to map multiple items from eRoom into one account on the target SharePoint side. User mappings are saved to the eRoom community and the SharePoint root site level, so the mappings will persist, and are not action specific, meaning that they will be used for any migration action.

SMM can also map permissions at the room/site, list, and document level, and reads the set permissions from the selected eRoom container. The permissions mapping uses a "best match" method for mapping the eRoom Access Controllers (Rights) to SharePoint permissions. Once the check-box option is selected the permission mapping will automatically take place. Each eRoom room has four built-in principle types of permissions by default, and these four principles are a rough equivalent to the standard out-of-box SharePoint permission levels. A best practice method when migrating permissions, would be to migrate them from the eRoom room level. They are:

Note: These permission mappings are not set by default, and are only acting as basic guidelines.

Setting User and Group Mappings

1. In SMM's Explorer View navigate to the eRoom content to be migrated.

2. Select the eRoom object, right-click, and choose the Copy eRoom Container... option.

3. Next, navigate to the desired target SharePoint location, within a SharePoint connection.

4. Select the target SharePoint parent site, right-click, and select Paste eRoom Container, and paste the content as a site or document library (here we will paste as a site, however, the steps for pasting as a document library or list are the same). This will display the Copy eRoom Container As Site options dialog.

   

5. When migrating an eRoom container to a SharePoint site or list, place a check in the Map user metadata check-box option. If you also want to migrate permissions, then place a check in the check-box option for Migrate permissions.

   To manually set the user and/or group mappings click the ellipsis ("...") button to the left of the Map user metadata option.

6. This will open the eRoom Users to SharePoint Users Option dialog. Below is a breakdown of the available options within this dialog:

   

   • eRoom Principals - This is a drop down list for eRoom communities, which is the location that eRoom users and groups are stored. This is similar to Active Directory (AD) for SharePoint, but is only for the local server.

   • SharePoint Principals - This is a drop down list of the available servers or root sites for SharePoint.

   • Main Principle window for eRoom - The first four items listed in this window are generally the four default Rights for eRoom rooms. Below these is a list of all the available groups and users that can be selected. When setting mappings these items can only be selected and mapped once. After they have been mapped they will be removed from the window.

   • Main Principle window for SharePoint - This window contains a list of all the available SharePoint groups and users. These items will remain in the list after being mapped. This allows for you to map single or multiple users/groups on the source eRoom to a single user/group on the target SharePoint side.

   • Principle Mappings - This window displays any mappings that are currently set.

   • Map - Once a eRoom and SharePoint user/group have been selected, clicking Map will set the mapping for these items, and a mapping will be displayed in the Principle Mappings section.

   • Auto Map - Clicking this button will automatically set the mappings for users between the source and target sides. SMM will map users if source and target side names match, or if the emails match.

   • Unmap - This button will un-map any of the mappings that are selected in the Principle Mappings section. Once unmapped the source side user or group will repopulate in the source side principle list window, and can be selected for another mapping.

   To set a mapping, select a user from the source (eRoom) side, and a corresponding user from the target (SharePoint) side, then click Map.

7. Set any desired mappings, then click OK when you are ready to continue.

8. You will now be returned back to the site or list migration options. Set any other desired migration options, and continue with the migration as normal. eRoom groups, users and permissions should now migrate with the content.

Also See

• Configuration
• Log Files
• Migrating Nested eRoom Content
• Permission Levels Required

© 2009 Metalogix Corporation. All rights reserved.