BoostSolutions

1. Adding AD Self Service to SharePoint

1) Open the site page on which you want to add AD Self Service

2) Click Edit Page on the Site Actions menu

SharePoint AD settings

3) The site will be displayed in Edit Mode. Click the "Add a Web Part" button to open the "Add Web Parts Webpage Dialog"

4) In the "Add Web Parts Webpage Dialog", select "AD Self Service by checking the AD Self Service" checkbox in the "BoostSolutions Web Parts" group

SharePoint AD Self Service added to Your SharePoint

5) Click the Add button and an AD Self Service web part will now be added to the page

SharePoint AD web part from Add Web Part Dialog

2. AD Self Service Web Part Configurations (Central Administration)

2.1. Enter AD Self Service Settings Page

AD Self Service will have a link that will appear in Central Administration on the Application Management page under the section "BoostSolutions Software Management."

SharePoint AD Self Service web part management

Clicking this link will direct you to the AD Self Service in Central Administration.

Setting SharePoint AD web part from administration center

2.2. Excluding Groups and Users Settings

This allows for the administrator to keep AD property changes more secure by excluding users like interns, contractors, freelancers or other short-term employees

1) To exclude certain users or groups from accessing the AD Self Service web part, enter in the name here, or look for their name in the directory

2) After entering in the names of users and groups you would like, click on the person icon with the check mark to ensure correctness

Specify certain users and groups to be excluded from AD self service

2.3. Adding, Modifying or Removing AD Properties

In the next section, the administrator selects which AD properties will be available in the web part.

Chose AD properties that can be added in the web  part

Note: If you upgrade from an earlier version, all previously displayed properties will be included by default

1) To add new properties the administrator has to click the Add button. This opens a popup window where the Property Name and the Display Name of the property to add can be modified.

2) To modify the Display Name, the administrator can select an AD property, enter a new Display Name and confirm by clicking Modify.

3) The remove button allows for the administrator to remove certain properties from this list

4) Restore default allows for AD property default configurations.

2.4. E-mail Notification Settings

To receive e-mail confirmation notifications, please check the checkbox on the left side of the next section.

SharePoint AD Self Service allows users to send

Note: This will allow accessibility to the e-mail Content box for initial setup and modifications

2.4.1. Subject settings

1) The administrator should specify the subject of the notification e-mail.

2) E-mail content should be specified.

3) The administrator can decide to send the e-mail as plain text, or as an HTML message.

Note: For the HTML message, there are more formatting options available than there are with plain text

2.4.2 Message settings

The administrator can specify how the message should be formatted and what information should be included.

1) The fields available include information about the user who changed his AD properties, the date and time he changed them, and the "default message."

Note: The "default message" function will place a table summarizing all changes made into the body of the e-mail

2) After setting things up as wanted, the administrator can check his settings by clicking the Preview button.

Preview AD profiles modification email notification before sending

3) Finally, the administrator should specify an e-mail address that the AD property change notifications will be sent to.

Note: This could either be the administrator's e-mail address, or any user's (e.g. managers or supervisors) e-mail as chosen by the administrator

2.5. Modification Log Settings

The "AD Property Change Log" section allows the administrator to set AD Self Service log options

2.5.1. New Logs

Enable SharePoint AD web part to keep log

Logs file can be created at set intervals (monthly, or after a number of days).

2.5.2. Delete Logs

The checkbox gives the user the option to delete the logs after a specified number of days.

2.5.3. View Logs

Check SharePoint AD profiles changing log

The button will open a new window that allows you to select and view the log files. It also gives you to option to delete old log files.

SharePoint AD modification log in notepad

Note: The log files will be saved as .log files, so they can be edited in Notepad.

2.6. Custom SMTP Settings

The administrator will need to change these settings when they want to specify customized settings for outgoing e-mails.

Note: There is no need to customize these settings if the SMTP server settings are already configured in "SharePoint Central Administration"

Send SharePoint notification to users’ phones

Note: Will be accessible if enabled AD Self Service E-mail Notifications

3. AD Self Service Web Part Configurations (Site-Collection)

To configure account information in AD Self Service web part, click the "open the tool pane" hyperlink to access more configurations

SharePoint AD Self Service web part

3.1. Enter a Domain Admin Account

Note: Only users having "Design" or "Full Control Permissions" can add and customize web parts

1) Users with these permission levels will have authority to modify the web part settings and layout in the AD Self Service web part settings page

SharePoint administrator login credentials

2) On the Setting's page, enter the credentials of an account that is a member of the Domain Admins group.

SharePoint administrators’ AD properties

3) It is different from the SharePoint site collection user because this account can modify users' AD information.

SharePoint AD Self Service administrators log in requirements

NOTE: If the account is not a member of "Domain Admins", changes made to AD information in AD Self Service cannot be saved

Web Part Layouts

AD Self Service will provide four tabs, and include all default AD properties.

SharePoint AD web part settings by administrator

3.2. Managing Tabs

3.2.1. Add New Tabs

1) To create new tabs, the user has to click Add New Tab. The tab will change to display a field allowing the user to edit the tab name.

SharePoint administrator can add new tab to SharePoint AD Self Service web part

2) The user has to enter the name for the new tab, and press enter to confirm.

3.2.2. Changing Tabs Name

1) Changing the current Display Name of a tab will work in a similar way. The user has to click on the name of the tab.

New tab is added to the SharePoint web part

2) The field will change into an editable field allowing for changing the name of the tab.

3.3. Managing AD Properties

3.3.1. Add, Modify AD Properties

SharePoint administrator can add new property to the web part

1) To add new properties, the administrator has to click the Add New Property button that is available under each tab.

Newly added AD properties in SharePoint web part

2) A new box will appear inside the tool pane allowing the administrator to choose a property and what settings to apply.

New property in the SharePoint web part can be used by end users

3) The Property Select dropdown list displays all available AD properties.

All of available properties that can be chosen

Note: The complete list of available properties can also be found in the Available Properties section of the web part (Includes all AD properties in AD Self Service Central Administration settings and AD properties previously deleted)

3.3.2. Delete AD Properties

1) The administrator has to click on the red "X" on the right side of the property.

Delete SharePoint AD properties by SharePoint administrator

2) A popup window will prompt for confirmation of property removal.

Confirm deletion of Active Directory property

Note: To display property details, the user has to click the arrow in the top right corner of the property

Expand AD Properties

Note: Property details will be displayed from this dropdown

SharePoint AD specifics

3.3.3. Read-Only Properties

The administrator has to uncheck the "Allow users to edit this property" checkbox. Thus, the property will be displayed into the web part

Note: The user would not be able to change this displayed property

3.4. Appearance Settings

These settings allow for the administrator to specify how users should enter the information for the AD properties.

3.4.1. Text Box Style

Administrator can select how many rows are available for defining property information

Another SharePoint AD specifics

3.4.2. Dropdown List Style

The admin can set a customized predefined value into a dropdown menu for users

SharePoint AD self service properties details

Note: List Values allow administrators to specify which values are available, modified, or deleted

Add drop down values to SharePoint web part

3.4.3. Lookup Style

The administrator can specify a column in which to pull values from any list in any site over the current site collection as predefined choices.

SharePoint AD properties in the web part

Note: Users will be presented a dropdown list with all values available in this column

Drag and drop AD properties to the web part

AD Self Service supports allows Drag and Drop of tabs and properties in web part settings for easy modification

4. Update Personal AD Properties

After configuring the web part and the account information, SharePoint site collection users can modify their AD information with the AD Self Service web part

1) Users can now log onto the site page, where their profile information will automatically displayed.

Save all the SharePoint AD changes made by users

2) Here, users are able to modify his AD information based on updates of status.

SharePoint AD information web part

3) In the Active Directory page, the properties have now been modified.

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