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Document Category: User Registration Accelerator

How to Make an Account Request

How to Make an Account Request

sa07017.jpgOnce configured, it’s easy for new users to request a new account via User Registration Accelerator. The process begins when users visit a page containing User Registration Accelerator. as pictured here.

Step Action
1.

Fill out the required fields (noted by the * red asterisk) included in the Required User Information section.

NOTE: The Optional User Information section does not need to be filled out in order to request an account and can even be removed from the form interface by the administrator if so desired. See the Configuration section for details on removing this section.
2. Click Submit.
3.

If the e-mail address submitted by the user is included in one of the rules stored on the Configuration list and has not yet been used to create an account, an e-mail will be sent out to confirm the authenticity of the address.

NOTE: The contents of this email can be changed by the administrator (see How to Customize Automated Emails for details on how this is done), but will always include a link that confirms the email address, and activates the account.
4. Click the link which confirms the submitted e-mail address; the account will now be created.
5. A second email confirming the creation of the account will be sent to the same e-mail address containing login information.
6. You may be required to change your password after successfully logging in for the first time if the administrator has configured User Registration Accelerator to require it.

How to Customize Automated Emails

How to Customize Automated Emails

sa07021.jpgAn automated e-mail is sent to the submitted e-mail address by the User Registration Accelerator twice during the registration process.

  • The first email contains a link, and is used to confirm the authenticity of the submitted address.
  • The second email confirms that an account has been successfully created, and contains login information for the new account.

The content of these emails can be adjusted from the tool pane, under the Confirmation E-mail Settings and Account Approval E-mail Settings sections, respectively.

You can modify the email in any way (formatting, text, images, tables, etc.) you see fit. However, the Confirmation E-mail must contain the {Confirm URL} token somewhere in the message, as this will create the link users must click in order to confirm their address and finish the account creation process. The Account Approval E-mail has similar tokens for {NewUserName} and {NewPassword}. It is recommended that you use these, but it is not required.

For more information on configuring tool pane settings, consult the Configuration section.

Highlights of User Registration Accelerator

Highlights of User Registration Accelerator

UserRegistrationAccelerator.pngLet users register their own accounts via Active Directory, without losing control of your portal.

Creating user accounts in SharePoint is an important task; it is also extremely tedious, often repetitive, and generally unavoidable. Although they are the best users to provide most profile and contact information, individual users cannot be allowed to determine things like security rights, leaving IT managers with the burdensome task of creating hundreds — or thousands — of user accounts as they are requested. This bottleneck keeps users from getting the access they are entitled to, and your IT managers stuck doing data entry.

User Registration Accelerator solves this bottleneck, enabling IT managers to create a simple, automated self-registration system where users provide profile information and confirm their e-mail address, and an admin-controlled Web Part automatically assigns creates a corresponding Active Directory (AD) user with proper security access and group membership based on the provided e-mail. Administrators can create their own series of rules and filters, review and audit account creation requests, and best of all, offload a time-consuming task without worrying about losing control over the account creation process.

Edit the Configuration List (for administrators only)

Edit the Configuration List (for administrators only)

Return to Overview of Configuration

The Configuration list is an automatically created list containing custom “rules” that help User Registration Accelerator determine whether each subsequent account creation request is accepted or rejected.

When a request is made, User Registration Accelerator consults the Configuration list, reading each rule until either:

  • It finds a rule that applies to the submitted e-mail address, in which case the account is created according to the specifications indicated by that rule,
    or…
  • All rules have been read, and none apply to the current e-mail address, in which case the account is NOT created, and the user receives an error message
NewItem.jpg
Step Action Result
1. Navigate in your site to view all Site Contents and locate the list labeled User Registration Configuration. If you have just added the Web Part, you’ll notice that the list is empty. To create a new rule, click the New button and select the New Item option.sa07018.jpg
2. Enter a Title Enter a name for the rule under Title. Note that although “Title” is the only field that is required, technically, to make a rule, rules will not function correctly unless you fill out the rest of the form.
3. Allowed Email Addresses Enter the e-mail addresses that the new rule will be applied to, separated by semicolons. You can also use the “wildcard” character * to include all addresses containing a phrase or domain. To include all emails from the “jefftronics.com” domain, for example (such as sales@jefftronics.com , jrobinson@jefftronics.com , etc.) you would enter ”*@jefftronics.com ”.
4. Assigned SharePoint Groups Enter the SharePoint Groups that new accounts created under this rule should be added to. You can enter these names manually and click the Check Names button located below the field, or look up a Group by clicking the People Picker button.
5. Assigned AD Organization Unit To assign accounts created under this rule to a specific Active Directory Organizational Unit (OU), enter it into the Assigned AD Organizational Unit field. If you leave this field blank, new accounts will be created in the root Active Directory OU.
6. Assigned AD Security Groups To assign accounts created under this rule to one or more Active Directory Security Groups, enter those groups (separated by semicolons).
7. Click OK. You can create as many rules as you’d like, and edit or delete them like any other list item. Remember, any email address that fails to match at least one rule will not be able to register an account via User Registration Accelerator.

Confirmation E-mail Settings

Confirmation E-mail Settings

Return to Overview of Configuration

These settings affect the automated system email that is sent out when an account creation request has been made. An automated e-mail is sent to the submitted e-mail address by User Registration Accelerator twice during the registration process.

The first email contains a link, and is used to confirm the authenticity of the submitted address.
The second email confirms that an account has been successfully created, and contains login information for the new account. The content of these emails can be adjusted from the tool pane in this section and on the Account Approval E-mail Settings section as well.
Confirm.jpg
Step Action Result
1. E-Mail Subject The subject of the email sent to the address making the account creation request.
2. E-Mail Message Enter the contents of the message.

NOTE: You can modify the email in any way (formatting, text, images, tables, etc.) you see fit. However, the Confirmation E-mail must contain the {Confirm URL} token somewhere in the message, as this will create the link users must click in order to confirm their address and finish the account creation process. You will also notice that the Account Approval E-mail has similar tokens for {NewUserName} and {NewPassword}. It is recommended that you use these, but it is not required.

Complementary Products for User Registration Accelerator

Complementary Products for User Registration Accelerator

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Administrative Connection Settings

Administrative Connection Settings

Return to Overview of Configuration
The information you enter here enables User Registration Accelerator to create accounts in the domain of your choosing.
AdminConnection.jpg
Step Action Result
1. Administrator’s User Name The name of the account used to handle new account creation requests; note that the account you must provide must have the rights required to create and modify Active Directory users for the Web Part to work properly.
2. Administrator’s Password The password for the provided Administrator account.
3. Administrator’s Domain The domain of the provided Administrator account.
4. Fully qualified domain name The fully qualified (i.e., “qa.bamboo.local”) domain name indicating where any new accounts are to be created.
5. Domain name The domain name only where accounts are to be created (following the above example, this would just be “qa”).
6. Require user to change password Select this option to force new users to change their password the first time they log in after their account is successfully created.

Account Approval E-mail Settings

Account Approval E-mail Settings

Return to Overview of Configuration
The information you enter here is what users see when the automated system email is sent out after an account has been successfully created.
Approval.jpg
Step Action Result
1. E-Mail Subject The subject of the email sent to the address making the account creation request.
2. E-Mail Message The contents of the message.
You can modify the email in any way (formatting, text, images, tables, etc.) you see fit. You can use tokens for {NewUserName} and {NewPassword}. It is recommended that you use these, but it is not required.