User Manager for Sites: Manage Groups

User Manager for Sites: Manage Groups

Selecting a group under the Groups node of a site shows group profile information and a list of members of the selected group in the right pane. Right-clicking the group allows you to delete the group, e-mail all the users in the selected group, or add users to the group. You can also delete or e-mail the selected group by clicking the Actions button and selecting the appropriate menu option, or add users to the selected group by clicking the New button.

Add Users to Selected Group

Type in the users names separated by a semi-colon, use the Check Names icon to verify the user names, or click the Address Book icon to search for users.
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E-mail all users in the selected group

Just type the Subject line and body message and click Send to send an e-mail to all the users in the selected group directly from the Web Part.

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Delete the selected group

Select this option to delete the selected group.

Group Users

Selecting a user under a group node shows their profile and group membership in the right pane. On the Profile tab, click the Edit button to edit user profile information or click Sort to sort the user properties in ascending or descending alphabetical order. On the Groups tab, select a group(s) and click Remove from Group to remove the selected user from the selected group(s). From the tree, right-clicking the user allows you to remove the user from the group or e-mail the user.
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  • E-mail the selected user. Select this option to send an e-mail directly from the User Manager for Sites to the selected user. Same as e-mailing a user from the Alphabetical view pane.
  • Remove the user from the group. Select this option to remove the user; it does not delete the user from the site or the Site Collection.

See also:

User Manager for Sites: Sites View Pane

User Manager for Sites: Sites View Pane

Return to Overview of Web Part

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Step Action Result
1. Site icons The red site icon RedIcon.jpg in the tree indicates that the site inherits user permissions from the parent site. The blue site icon BlueIcon.jpg indicates that the site has unique permissions.
2. Site Information Click on a site node (including the top level site) to see tabbed information in the right pane containing Group, Permission and User information for the selected site. You can drag and drop column headings in each of these tabs to the bar directly above the information grid to group information by that column heading.
3. Export site information You can export the list of Groups, Permissions, or Users in the right pane to Microsoft Word or Excel by clicking one of the buttons at the bottom right of the information grid.
4. Create groups and users The Sites view pane is the only view where you can create groups and users.
5. Right-clicking Sites, Groups or the Groups node

Right-click a site, group or the Groups node to view a context menu of available actions.

  • Right-clicking any site name allows you to create a user or a group for that site.
  • Right-clicking the Groups node under any site allows you to create a new group for that site.
  • Right-clicking a group name allows you to delete the group, add users to the selected group, or e-mail all the users in the selected group.

These topics provide more detailed information about user and group actions within the web part:

User Manager for Sites: Alphabetical View Pane

User Manager for Sites: Alphabetical View Pane

Return to Overview of Web Part

Select a user name in the Alphabetical View in the left pane to view their profile and their group membership displays in the right pane.

Step Action Result
1. Edit Click the Edit button in the right pane to edit user properties.
2. Sort Click the Sort button to sort the properties A to Z (ascending). Click the Sort button again to sort Z to A (descending).
3. Actions From the Actions button on the tool bar, you can delete the selected user from the entire site collection, reset the user’s password, or email the user directly.
4. Groups Tab From the Groups tab in the right pane, you can view the user’s group membership and remove the user from one or more groups.
5. Delete, Reset User Password or E-mail the User Right-click the user name in the tree to delete the user from the entire Site Collection, reset the user’s password, or e-mail the user.

Reset User Password
Select this option to reset the selected user’s password.
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Email the user
Just type the Subject line and body message and click Send to send an e-mail to all the users in the selected group directly from the Web Part.

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7. Delete the user from the Site Collection

Select this option to delete the user from all sites and groups within the Site Collection.

NOTE: This action does not delete the user from the SharePoint User Profile database in order to retain the user’s history throughout SharePoint.

See also:

User Manager for Sites: Create Group

User Manager for Sites: Create Group

You can also create groups from the New button on the tool bar depending on what node you have selected in the Sites view pane. Creating a group is very similar to creating a group in SharePoint Out-of-the-Box.

Step Action Result
1. Name and Description 001.jpg
2. Owner Use the phonebook icon (Icon-Phonebook) to look up the person who is the owner of this group. (It does not have to be you, but it needs to be a user with elevated permission.)
3. Group Settings Specify who can view and edit the membership of this group.
4. Membership Requests Select the settings that you want for requests to join or leave the group. You can specify the email address to which requests should be sent.
5. Give Group Permission in this Site Choose a permission level for this group.

See also:

User Manager for Sites: Create User

User Manager for Sites: Create User

You can also access the Create a user feature from the New button on the tool bar depending on what node you have selected in the Sites view pane. Depending on how you have configured the Web Part, you may see up to 5 different screens that cover the following information:

Step Action Result
1. Entering Active Directory user property information. 001.jpg
Fill in the required columns denoted with a red asterisk {*) beside the field and click Next.
2. Assigning organizational units and security groups. 002.jpg
Pull down the drop-down arrow to select the organizational unit and click on a security group. Then click Next.
3. Assigning the user to one or more SharePoint groups. (This is an optional step that is configured in the tool pane.) 003.jpg
In this step, select the group to which this user will belong and click Next.
4. Assigning SharePoint permission levels to the user. (This is an optional step that is configured in the tool pane.) 004.jpg
In this step you choose the permission level for the user by clicking on a check box or boxes and then click Next.
5. Review the user information you have entered before clicking the Create button and creating the account. 005.jpg
In this last step take a look at your choices and decide if they are what you meant to pick. If not, click the < Previous button to go back to the screen you need to change. When you are satisfied with your selections, click the Create button to create a user.

See also:

Release Notes for User Manager for Sites

Release Notes for User Manager for Sites

NOTE: Release Notes will open in a new browser tab

WSSv3/MOSS SharePoint 2010 SharePoint 2013
Release Notes Release Notes Release Notes
Microsoft ended mainstream support for SharePoint 2007 in October 2012. See Microsoft’s Lifecycle Support Policy.
At that time, Bamboo stopped enhancements to our SharePoint 2007 product line, but continues to provide support and bug fixes to customers with active support contracts until October 2017. Previously purchased licenses will continue to function after October 2017, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2007 products in October 2016 to ensure customers will be eligible to receive support for at least one year after purchase.
Microsoft plans to end mainstream support for SharePoint 2010 in October 2015. See Microsoft’s Lifecycle Support Policy. At that time, we will stop any enhancements for our SharePoint 2010 product line but will continue to provide support and bug fixes for our SharePoint 2010 products to customers with active support contracts until October 2020. Previously purchased licenses will continue to function after October 2020, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2010 products in October 2019 to ensure customers will be eligible to receive support for at least one year after purchase.

Bamboo Solutions has also begun releasing Bamboo Apps to the SharePoint Store, for additional details, see the SharePoint Apps & Mobile products page where you can get the latest info about each of our Apps as they release to the Microsoft Store.

A separate installation package and license key is required for SharePoint 2013 deployment. For additional details, review the following knowledge base articles:

Understanding Bamboo Releases:

  • Bamboo offers Trial, Basic and Premium support.
    • Free Trial support expires after 30 days.
    • For more information about Basic and Premium support, please see the Support Plans page.
    • There may be a fee to upgrade from a major version to another.

See Also:

Configuration Overview of User Manager for Sites

Configuration Overview of User Manager for Sites

To configure User Manager for Sites, edit the web part and follow the steps in the table below. User Manager for Sites also has a Settings menu on its tool bar. See Settings Menu in the Toolbar to review the settings that are configurable under this toolbar menu.

Image Step Action Description
HW59_Toolpane.jpg 1. Administrative Account Enter the User Name, Password and the Domain of an account that a Site Collection Administrator has rights on which to create and modify Active Directory users and rights to reset Active Directory user passwords.
2. Active Directory Services Settings Enter the LDAP path where you want users created in Active Directory.
3. Authorized Group for Web Part Access and Performing Actions Site Collection Administrators can access the web part and perform actions by default. However, if you want to delegate user management to site administrators or designated administrators, then it is recommended that you create a SharePoint group specifically for these users and select that group here.
4. Create User Wizard Settings

Select from the following to determine whether you want admin users to assign SharePoint user groups and permission levels.

Icon-Warning IMPORTANT: If you do not select one or both of these check boxes, then a new user account is created ONLY in Active Directory.

  • Show SharePoint Groups step. Select this check box to allow the authorized group users to assign a SharePoint group during new user account creation.
  • Show SharePoint Permission Level step. Select this check box to allow the authorized group users to assign a SharePoint permission level during new user account creation.
5. Always maximize height Select this check box to allow the User Manager for Sites interface to change its height based on the number of items shown in the tree.
6. Tree Paging Size Enter the number of child nodes displayed in the tree at a time. If you enter “7”, then seven child nodes will be displayed at a time with a View more… link following the last child node. Click the View more… link to show another 7 child nodes.
7. Select a Language Pull down the drop-down box to select a language other than English. (Steps to localize language can be found here.)

Overview of User Manager for Sites

Overview of User Manager for Sites

When you first access the site where the User Manager for Sites Web Part is installed, you see the default User Manager for Sites console as shown below.

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The main user interface elements for this Web Part are described in the table below:

Option Action Result
1. New Click this button to create new users or groups depending on what you have selected in the tree.
2. Actions Click this button to delete or e-mail a group, or delete or e-mail a user depending on what you have selected in the tree.
3. Settings The site collection administrator uses these menu items to configure e-mail settings, user setup properties, user profile properties and excluded users. See Configuration Overview for more information.
4. Breadcrumb The breadcrumb displays your navigation path from the root node of the tree. The information that is displayed is either user or site depending upon your current selection.
5. View Pane

The view pane allows you to select a view of your user collection in the following ways:

  • Organization: Display users in a hierarchical tree by organizational unit (OU) structure in Active Directory starting with the specified OU configured in the tool pane.
  • Alphabetical: Display all the users sorted by Last Name, First Name.
  • Sites: Display all the sites within the site collection where the Web Part is installed. Expand each site node to see the groups and users for each site. You can also view all the groups in one view for each site (including the top level site) under the Groups node.
6. Tree View Located in the left view pane, the tree allows users to navigate and select nodes based on the current view.
7. Search Enter a user’s last name or first name. Search results are shown under the Search Results bar in the view pane. The Search Results bar appears after running a search.

User Manager for Sites: Organization View Pane

User Manager for Sites: Organization View Pane

This view shows the organizational unit structure under the LDAP path configured in the tool pane for the Active Directory Services Settings.

HW59_WebPart_OrgView_UserInfo.jpg

  • When you right-click a user name, you can:

    • Delete the user from the site collection

    NOTE: The delete action does not delete the user from the SharePoint User Profile database in order to retain the user’s history throughout SharePoint.

    • Reset the user’s password
    • E-mail the user
  • View the selected user’s profile and group membership in the right pane

  • Edit the user’s profile data
  • Sort the user’s profile data
  • See the groups in which this user is a member when you click the Groups tab

See also:

Migrating User Manager for Sites from SharePoint 2007 to SharePoint 2010

Migrating User Manager for Sites from SharePoint 2007 to SharePoint 2010

Be sure you have at least the Minimum SharePoint 2007 Product Release (shown in the table below) installed before migrating. If not, upgrade your Bamboo product release before migrating. For more information, see Upgrading your Bamboo Web Part. Also, the target SharePoint 2010 farm requires at least the Minimum SharePoint 2010 product release shown.

Icon-Warning IMPORTANT: When migrating from SharePoint 2007 to SharePoint 2010, you MUST select the option to change existing SharePoint sites to use the new user experience. Your Bamboo products will not perform as expected with the old look and feel.

Minimum SharePoint 2007 Product Release 1.3.1 Minimum SharePoint 2010 Product Release 10.3.19
In-Place Upgrade
Issues The User Manager for Sites Web Part migrates without any errors or additional steps required.
Resolution N/A
Database Attach Upgrade Method
Issues The User Manager for Sites Web Part migrates without any errors or additional steps required.
Resolution N/A