user policy and permission policy level in sharepoint web application

What is sharepoint web application user policy and permission policy level ? This is what exactly i will try to share in this post step by step. We can manage permissions like allow or deny/restrict for specific user or group directly from the sharepoint web application. User or group permission in sharepoint site collections or sites created under same web application can be restricted irrespective of the permission assigned to them at site level by creating permission policy for that web application.

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There are 4 user permission policy level available as default which are “Full Control”, “Full Read”, “Deny Write”,”Deny All”.

manage permission policy levels

we can manage permission policy levels like “Add Permission Policy Level”, “Edit Permission Policy Level”, “Delete Permission Policy Level”,”Add Users to Permission Policy Level”, “Delete Users from Permission Policy Level”, “Delete Users from Permission Policy Level”.

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Add Permission Policy Level

Let’s discuss about, how to create custom permission policy level related to sharepoint web application user policy apart from the default user permission policy levels. user policy and permission policy level creation step by step procedure described below.

  • Open SharePoint Central Administration. Click on Application management and select Manage Web Applications.
  • Select one web application for which user permission policy level will be created and click on “Permission Policy”.
  • Dialog box “Manage permission Policy level” will open. You will find different options like “Add Permission Policy Level”,”Delete Selected Permission Policy Level”,”4 default Permission Policy Level”.
manage permission policy levels
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  • Click on “Add Permission Policy Level”, will open a dialog box with fields and check boxes. Enter “Name” and “Description” of permission policy level. Select “Site Collection Permissions” check boxes and proceed towards selection of each permission required for that permission policy level.
Add create custom permission policy level
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  • Select the check box “Deny” to prevent that permission and “Grant” to allow permission in the categories like “List Permissions”, “Site Permissions”, “Personal Permissions”. Once selection complete, click on “Save”.

Below are the options under “List Permissions”, you can choose to “Grant” or “Deny” in permission policy level.

user policy permission policy level list permissions
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Manage ListsCreate and delete lists, add or remove columns in a list, and add or remove public views of a list.
Override List BehaviorsDiscard or check in a document which is checked out to another user, and change or override settings which allow users to read/edit only their own items
Add ItemsAdd items to lists and add documents to document libraries.
Edit ItemsEdit items in lists, edit documents in document libraries, and customize Web Part Pages in document libraries.
Delete ItemsDelete items from a list and documents from a document library
View ItemsView items in lists and documents in document libraries.
Approve ItemsApprove a minor version of a list item or document
Open ItemsView the source of documents with server-side file handlers
View VersionsView past versions of a list item or document.
Delete VersionsDelete past versions of a list item or document.
Create AlertsCreate alerts
View Application PagesView forms, views, and application pages. Enumerate lists
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  • Below are the options under “Site Permissions”, you can choose to “Grant” or “Deny” in permission policy level.
user policy permission policy level site permissions
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Manage PermissionsCreate and change permission levels on the Web site and assign permissions to users and groups.
View Web Analytics DataView reports on Web site usage.
Create SubsitesCreate subsites such as team sites, Meeting Workspace sites, and Document Workspace sites.
Manage Web SiteGrants the ability to perform all administration tasks for the Web site as well as manage content.
Add and Customize PagesAdd, change, or delete HTML pages or Web Part Pages, and edit the Web site using a Microsoft SharePoint Foundation-compatible editor.
Apply Themes and BordersApply a theme or borders to the entire Web site.
Apply Style SheetsApply a style sheet (.CSS file) to the Web site.
Create GroupsCreate a group of users that can be used anywhere within the site collection.
Browse DirectoriesEnumerate files and folders in a Web site using SharePoint Designer and Web DAV interfaces
Use Self-Service Site CreationCreate a Web site using Self-Service Site Creation
View PagesView pages in a Web site.
Enumerate PermissionsEnumerate permissions on the Web site, list, folder, document, or list item.
Browse User InformationView information about users of the Web site.
Manage AlertsManage alerts for all users of the Web site.
Use Remote InterfacesUse SOAP, Web DAV, the Client Object Model or SharePoint Designer interfaces to access the Web site.
Use Client Integration FeaturesUse features which launch client applications. Without this permission, users will have to work on documents locally and upload their changes.
OpenAllows users to open a Web site, list, or folder in order to access items inside that container
Edit Personal User InformationAllows a user to change his or her own user information, such as adding a picture
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  • Below are the options under “Personal Permissions”, you can choose to “Grant” or “Deny” in permission policy level.
user policy permission policy level personal permissions
Manage Personal ViewsCreate, change, and delete personal views of lists.
Add/Remove Personal Web PartsAdd or remove personal Web Parts on a Web Part Page.
Update Personal Web PartsUpdate Web Parts to display personalized information.
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Delete Permission Policy level

User policy and permission policy level deletion step by step procedure described below.

  1. Open SharePoint Central Administration. Click on Application management and select Manage Web Applications.
  2. Select one web application and click on “Permission Policy”.
  3. Dialog box “Manage permission Policy level” will open, select the permission policy level you want to delete and click on “Delete Selected Permission Policy Level”.
  4. Confirmation dialog will open for confirmation in deleting that selected permission policy level, click “OK” and that will be removed.
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Edit Permission Policy Level

User policy and permission policy level edit step by step procedure described below.

  1. Open SharePoint Central Administration. Click on Application management and select Manage Web Applications.
  2. Select the web application and click on “Permission Policy”.
  3. Dialog box “Manage permission Policy level” will open, click on the permission policy level that you want to edit (Ex. Deny All/Deny Write).
  4. Dialog box “Edit Permission Policy Level” will open where you can make changes by selecting or removing each permissions granted or denied for that Permission Policy Level.
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Add user to user policy

Below step by steps preocedure describes, how to add users to permission policy level.

  1. Open SharePoint Central Administration. Click on Application management and select Manage Web Applications.
  2. Select the web application and click on “User Policy”.
  3. “Policy for Web Application” dialog box will open when you can find different options like “Add Users”.”Delete Selected Users”,”Edit Permissions of Selected Users”.
  4. Click on “Add Users”, you will get a dialog box where you need choose the zone for which that will be applicable. You can select “All Zones” or can apply for “Default” zone only and click “Next”.
  5. Enter “User Name or Group Name”, “Permission Policy Level” and click “Finish”.
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Delete user from user policy

Below step by steps preocedure describes, how to delete user from permission policy level.

  1. Open SharePoint Central Administration. Click on Application management and select Manage Web Applications.
  2. Select the web application and click on “User Policy”.
  3. “Policy for Web Application” dialog box will open, Select the user you want to delete and click “Delete Selected Users”. Confirmation dialog box will open, click “OK” from that.
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Edit User Policy

Below step by steps preocedure describes, how to edit user permission policy.

  1. Open SharePoint Central Administration. Click on Application management and select Manage Web Applications.
  2. Select the web application and click on “User Policy”.
  3. “Policy for Web Application” dialog box will open, Select the user you want to edit and click “Edit Permissions of Selected Users”.
  4. From next dialog box change the Permission Policy Level and click “Save”.
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SharePoint administrator roles and responsibilities

Understanding SharePoint administrator roles and responsibilities is very important. You might be thinking what are actually sharepoint admin responsibilities tasks list are. What are administrative support duties. Sharepoint administrator responsibilities categorized as daily task, weekly task and monthly task.

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sharepoint administrator daily tasks list

Follow the list of daily tasks that are part of SharePoint administrator roles and responsibilities.

  • Ensure that the daily backup completed successfully.
  • Analyze and respond to backup warnings and errors.
  • If custom solutions are part of the backup plan, verify that they completed.
  • Review the scheduled and important timer jobs and verify that they are completed successfully.
  • Check CPU and Memory Used.
  • Examine the % Processor Time performance counter.
  • Examine the Available MBs performance counter.
  • Examine the % Committed Bytes In Use performance counter.
  • Check against a performance baseline to determine the health of a server.
  • Check Disk Use.
  • Check disks with transaction log files.
  • Check disks with trace log files.
  • Check other farm server disks.
  • Use server monitors to check free disk space.
  • Check performance of disks.
  • Review the event logs.
  • Check the trace logs.
  • Review the security logs for any unauthorized activities or failures.
  • Check the ULS logs.
  • Respond to discovered failures and problems.
  • Check IIS – IIS Logs and Performance.
  • Review System Monitor for IIS performance and examine the output of performance counters.
  • Verify that the application pools have enough memory and check if they are running correctly.
  • Look for recycle events and memory leaks.
  • Ensure that the application pools are recycled every day.
  • Review the SharePoint Health Analyzer messages.
  • Check the size of the site collections.
  • Check the number of site collections per content database.
  • Check the size of the content database.
  • Check health reports.
  • Check diagnostic logs.
  • View the security event log and investigate unauthorized changes.
  • Verify that SharePoint Server and the required Windows services have started correctly.
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sharepoint administrator weekly tasks list

Follow the list of weekly tasks that are part of SharePoint administrator roles and responsibilities.

  • Confirm that the backups can be successfully restored.
  • Review database sizes to ensure that they are in the expected ranges.
  • Capacity reports.
  • Queue use, size, and growth.
  • Growth of SharePoint site collections being created.
  • SharePoint database maintenance.
  • Check and compose IIS logs.
  • Check and compose SharePoint ULS logs.
    • Record, review, and compare the set of installed features with the previously recorded set.
    • Confirm that all changes were authorized.
    • Review, record, and compare SharePoint policies with the previous set. Confirm that all changes were authorized.
    • Check to make sure the Farm Administrators group contains authorized personnel.
    • Create reports specifying your findings.
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sharepoint administrator monthly tasks list

Follow the list of common monthly tasks that are part of SharePoint administrator roles and responsibilities.

Now you understood exactly what does a SharePoint administrator do.

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Install SSL trusted root Intermediate certificate

Install SSL certificate trusted root certificate Intermediate certificate is required on sharepoint servers which is provided by Certification Authority. SSL is a security protocol that establishes a secure connection by providing encrypted connection between server and client, typically between server and client browser. So, its mandatory to install ssl certificate in servers. Normally we create .pem file for SSL certificate. PEM file with full form “Privacy-enhanced Electronic Mail” is nothing but a file format, act as certificate container files. It stores cryptographic data, like “Keys” and “Digital Certificates“. Follow the step by step below to Install SSL certificate trusted root certificate Intermediate certificate on sharepoint web servers.

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  1. Generate CSR file
  2. Create .pem file for SSL certificate
  3. Install Certificate on Web Server from which CSR file is created
  4. Install Certificate on Web Server from which CSR file is not created
    • Export certificate from server where CSR files is created and installed
    • Install PFX file certificate
  5. Install Internal Certificates
    • Install Global Root CA
    • Install Intermediate Certificates RapidSSL RSA CA
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Generate CSR file

Before requesting certificate, first generate csr file for ssl certificate from web server. Follow the step by step procedure below for CSR file (Certificate Signing Request file) generation.

  • Log in to one of the WFE server.
  • Open IIS Manager.
  • Click on the server name present under Connections from left navigation.
  • Click on “Server Certificates” present in “Center Pane” under IIS in “Feature view“.
  • Double click on “Server Certificates“.
  • Click on “Create Certificate Request” from right pane.
  • You will get a dialogue box “Request Certificate” wizard to fill “Distinguished Name Properties” like Common name, Organization, Organizational Unit, City/locality, State, Country/Region.
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Common namefully qualified domain name (FQDN)
Organizationcompany registered legal name
Organizational unitDepartment name in organization like “IT”, “Web Security” etc.
City/localitycompany location legally
State/province
Country/region
Common name: SharePoint2019.spmcse.com
Organization: SPMCSE
Organizational unit: IT
City:
State:
Country/region: US
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  • Click on “Next” once filled all details.
  • You will get next window “Cryptographic Service Provider Properties“.
  • Select the option “Microsoft RSA SChannel Cryptographic Provider” from drop down option “Cryptographic service provider“.
  • Select “Bit length” as “2048” from drop down and click on “Next“.
Cryptographic Service Provider PropertiesMicrosoft RSA SChannel Cryptographic Provider
Bit length2048
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  • Next window “File Name” will appear.
  • Under “Specify a file name for the certificate request“, choose “saved location for your CSR file ex. C:\certs\CsrFile.txt“. Default saved location is “C:\Windows\System32“.
  • Click on “Finish” once saved location of the CSR file is selected.
  • Create csr file for ssl certificate process completed.
  • Open CSR file with notepad. You will see information in CSR starts with “BEGIN NEW CERTIFICATE REQUEST” and at the end you will notice “END NEW CERTIFICATE REQUEST“. This is the format of CSR file created.
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Create .pem file for SSL certificate

Next process is to request SSL trusted certificate from third party digital certificate authority provider. We will create .pem file for SSL certificate.

  • Login to any third party certificate authority site that provides digital certificate. Let me share one third party certificate authority provider “https://www.venafi.com“.
  • Under “Policy” from left navigation, expand “Certificate Under Management“.
  • Expand “External Facing Certificate“.
  • Expand “Enrollment Management Type“. You will find your server folder (Ex. SPMCSE) under that. Right click on “SPMCSE“.
  • Navigate to Add -> Certificate -> Certificate.
  • Fill details like “Certificate Name” and “Description” under the tab “General Information“.
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  • Under the tab “CSR Handling“, select “CSR Generation” option as “User Provided CSR“. Below that there is a option “Upload CSR“. Click on “Upload CSR“.
  • Click on “Browse“, select the CSR files generated and saved as discussed in previous steps and click on “Upload“. Click on “OK“.
  • From next window under the tab “Subject Alt Name“, click on “Add/Remove“.
  • Select “SAN Type” as “DNS“.
  • Enter extra URL in “SAN Value (SharePoint2019.spmcse.com, MySite.spmcse.com)“.
  • Click on “Add“. URLs under “SAN Value” will be moved to “SAN“. Click on “Done“.
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  • From next tab “Symantec MPKI Owner“, Enter manager information like “First Name“, “Last Name“, “Email“.
  • Click on “Save“.
  • From top navigation click on “Settings” and then click on “Renew Now“. Click on “Yes“.
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  • Once security team approves the request, certificate is created and ready to be downloaded.
  • Log in to the CA provider. From “Settings” present at the top navigation, click on “Download“, choose certificate.
  • From pop up window “Download Certificate“, select the checkbox “Include Root Chain“.
  • Select “Chain Order” as “End-entity first“. “Format” as “Base64 (PKCS#8)“. Click on “Download“.
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Install Certificate on Web Server from which CSR file is created

Now we need to install certificate on web server. Web server includes the server from which CSR file got generated and other servers from which CSR file is not generated. First we will discuss about how to install certificate on server from which CSR file is generated.

  • Log in to one of the WFE server.
  • Open IIS Manager.
  • Click on the server name present under Connections from left navigation.
  • Click on “Server Certificates” present in “Center Pane” under IIS in “Feature view“.
  • Double click on “Server Certificates“.
  • Click on “Complete Certificate Request” from right pane.
  • You will get a dialogue box “Complete Certificate Request” wizard. Browse and select the certificate (.pem file) from the field “File name containing the certificate authority’s response“.
  • Populate next field “Friendly name” as “SharePoint2019.spmcse.com“.
  • From next field “Select a certificate store for the new certificate“, choose “Personal” from drop down. Click “OK“.
  • Now you can see the certificate under “Server Certificates” in “Features View“. This indicates that certificate is successfully installed.
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Install Certificate on Web Server from which CSR file is not created

Installation of certificate on servers from which CSR file is not generated is a 2 step process as below.

  1. Export certificate from server where CSR files is created and installed.
  2. Install PFX file certificate.
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Export certificate from server where CSR files is created and installed

  • Open the server from which SSL trusted digital certificate from certificate authority is generated.
  • From keyword shortcut keys, type “WINKEY+R” to open “run” window.
  • Type “mmc” and press “Enter“.
  • Navigate to “Console Root -> Certificates (Local Computer) -> Personal -> Certificates“.
  • You will find the installed certificate (SharePoint2019.spmcse.com) under it.
  • Select the certificate, right click on it.
  • Click on “All Tasks” and then select “Export“.
  • You will get the window “Certificate Export Wizard“. Click on “Next“.
  • From the next windows select the radio button “Yes, export the private key” and click on “Next“.
  • From next window, select the radio button “Personal Information Exchange – PKCS #12 (.PFX)“. Under that, make sure the check boxes related to options “Include all certificates in the certification path if possible” and “Export all extended properties” are selected. Click on “Next“.
  • From next window, select the checkbox “Password” and insert “New Password“. Click on “Next“.
  • FInally you will get the window “Completing the Certificate Export Wizard” with all selected settings. Click on “Finish“. You will get pop up like “The export was successful“. Click on “OK“.
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Install PFX file certificate

  • Copy the exported certificate (.PFX) file to other servers where you need install this certificate.
  • Navigate to the .PFX file and right click on it.
  • Select on “Install PFX“.
  • You will get the window “Certification Import Wizard“.
  • Select the ration button option “Local Machine” present under “Store Location“. Click on “Next“.
  • From next window, browse to the stored location of .PFX file and select the certificate. Click on “Next“.
  • From next window, enter the same password that was set while exporting the certificate in previous steps.
  • Make sure the checkbox “Include all extended properties” selected present under “Import Options“. Click on “Next“.
  • From next window, browse “Place all certificate in the following store” as “Personal“. Click on “Next”.
  • From next window “Completing the Certificate Import Wizard“, you will see all selected options. Click on “Finish“.
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Install Internal Certificates

Next process on Install SSL trusted root Intermediate certificate is to install internal certificates like “Global Root CA” and “RapidSSL RSA CA” in all servers that are using SSL certificate.

Install Global Root CA

  • Copy the folder “Global Root and intermediate CA – RapidSSL (internal certs)” to the server in which needs to be installed.
  • Open the folder, you will see 2 security certificates like “Global Root CA” and “RapidSSL RSA CA“.
  • Select and right click on the security certificate “Global Root CA“, click on “Install Certificate“.
  • You will get the window “Certification Import Wizard“.
  • Select the ration button option “Local Machine” present under “Store Location“. Click on “Next“.
  • From next window, browse to the stored location as “Trusted Root Certification Authorities“, click “OK” and move to “Next“.
  • From next window “Completing the Certificate Import Wizard“, you will see all selected options. Click on “Finish“. Finally click on “OK” from pop up window.
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Install Intermediate Certificates RapidSSL RSA CA

  • Similarly select and right click on the security certificate “RapidSSL RSA CA“, click on “Install Certificate“.
  • You will get the window “Certification Import Wizard“.
  • Select the ration button option “Local Machine” present under “Store Location“. Click on “Next“.
  • From next window, browse to the stored location as “Intermediate Certification Authorities“, click “OK” and move to “Next“.
  • From next window “Completing the Certificate Import Wizard“, you will see all selected options. Click on “Finish“. Finally click on “OK” from pop up window. Rapidssl certificate installation completed.
  • Finally do an “IISRESET“.
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