Feature List	AD Self Service	SharePoint
Allow users to view and edit personal AD profile
Active Directory can be set to editable or read-only
Properties & tabs can be added or removed by the administrator from within the web part
Send e-mail notifications to system administrators or managers once properties have been changed
Records all AD property changes and change attempts to a log files

The SharePoint AD Self Service web part allows users to modify their personal Active Directory account information in an easy to use, user-friendly SharePoint web part.

By default, SharePoint users’ profiles are stored and can only be managed in Active Directory. Except for IT administrators and members of Domain Admins, most users are unable to access Active Directory information, nor can they change their own AD properties. The SharePoint AD Self Service web part alleviates this burden on IT administrators by enabling individual users to maintain their own AD information in an intuitive interface.

As an AJAX web part, SharePoint AD Self Service provides users with enjoyable using experience by enabling them to bypass annoying post backs and complete the modification easily. To make changes to their AD properties, what users need to do is type in the user name and password to enter into the page where the AD Self Service web part being added. The web part will automatically detect current login user and domain, retrieving his/her information from AD and display them in the web part. Then, users can start to modify. Finally, by clicking "save", the whole process has been completed.

Moreover, IT administrators have complete control over which properties may be changed and by whom. IT administrators and domain admin members can configure settings in SharePoint Central Administration to restrict and exclude users from changing properties, as well as limiting the properties that are accessible in the web part itself. Equally critical, IT administrators are provided with the options of receiving email notifications or enabling log files to track any AD property change or change attempt, which streamlines the business process of protection-driven organizations.

Members of Domain Admins are able to manage every single tab and property in the AD Self Service web part. They can delete an existing tab or property, and change the display name or add a new one in the web part according to specific requirements. In addition, Domain Admins are also allowed to configure an AD property as editable, read-only, or hide the property completely. Furthermore, the appearance of AD properties is customizable as well. There are three types of appearance to choose from, from a simple text box for custom entries, to a dropdown list (which can either be populated manually by the administrator or looked up from another SharePoint list). The SharePoint AD Self Service web part also supports Drag and Drop of items in the web part settings. Therefore, changes made to layout and setup of the tabs and properties can be easily achieved.

1. Adding AD Self Service to SharePoint
2. AD Self Service Web Part Configurations (Central Administration)
   • 2.1. Enter AD Self Service Settings Page
   • 2.2. Excluding Groups and Users Settings
   • 2.3. Adding, Modifying or Removing AD Properties
   • 2.4. E-mail Notification Settings
     • 2.4.1. Subject settings
     • 2.4.2. Message settings
   • 2.5. Modification Log Settings
     • 2.5.1. New Logs
     • 2.5.2. Delete Logs
     • 2.5.3. View Logs
   • 2.6. Custom SMTP Settings
3. AD Self Service Web Part Configurations (Site-Collection)
   • 3.1. Enter a Domain Admin Account
   • 3.2. Managing Tabs
     • 3.2.1. Add New Tabs
     • 3.2.2. Changing Tabs Name
   • 3.3. Managing AD Properties
     • 3.3.1. Add, Modify AD Properties
     • 3.3.2. Delete AD Properties
     • 3.3.3. Read-Only Properties
   • 3.4. Appearance Settings
     • 3.4.1. Text Box Style
     • 3.4.2. Dropdown List Style
     • 3.4.3. Lookup Style
4. Update Personal AD Properties

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

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 "SharePointBoost Web Parts" group

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

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 "SharePointBoost Software Management."

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

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

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.

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.

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.

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

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

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.

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"

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

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

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

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

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.

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.

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.

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

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

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

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

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.

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

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

Note: Property details will be displayed from this dropdown

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

3.4.2. Dropdown List Style

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

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

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.

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

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.

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

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

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Languages Supported: English, Japanese, German

System Requirements

For SharePoint 2010:

Operating System:	Microsoft Windows Server 2008 x86/x64 Microsoft Windows Server 2008 R2
Server:	SharePoint Release: - Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2010 - Microsoft .NET Framework 3.5
Browser:	Microsoft Internet Explorer 7 or greater is recommended for Advanced Administration features Mozilla Firefox supported

For SharePoint 2007:

Operating System:	Microsoft Windows Server 2003 x86/x64 Microsoft Windows Server 2008 x86/x64 Microsoft Windows Server 2008 R2
Server:	SharePoint Release: - Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007 - Microsoft .NET Framework 2.0 or 3.0 Note: This product is not compatible with SPS 2003 and WSS v2
Browser:	Microsoft Internet Explorer 6 or greater is recommended for Advanced Administration features

Known Issues

• SharePoint AD Self Service cannot work properly when multiple domains are involved in the operation.

Release Notes

2.2.1210 Dec 12nd, 2010	New Feature - Support German. Bug Fixed: - Cannot work with another web part which using JQuery.
2.1.730.4 Aug 2nd, 2010	New Features - Server License is available; - Announced compatibility with SharePoint 2010.
2.0.1225.0 Dec 25th, 2009	Bug Fixed: - Access was denied when multiple WFE servers were involved in the operation.
2.0.1224.0 Dec 24th, 2009	New Features: - Add, modify, or delete the properties & tabs available in the web part; - Customize the appearance of the web part by dragging & dropping tabs and properties into any desired order, displaying properties in a dropdown list (with preselected values entered by the administrator or with values looked up from another SharePoint list), or as an empty text box for custom entries; - Includes the option to send email notifications to administrators or department managers once properties have been changed; - Downloadable log file stores all AD property changes and change attempts in one convenient place for IT administrators.
1.2.820.0 Aug 21st, 2009	Licensing module upgraded.
1.1.609.0 Jun 9th, 2009	New Feature: - Support Japanese. Bug Fixed: - Scrollbar could not show when users using IE6.
1.1.521.0 May 22nd, 2009	Licensing module upgraded.
1.0.225.0 Feb 27th, 2009	Initial Release

Purchase FAQ

Questions about Licensing:

• What is the difference between a Server License and a Site Collection License/Farm License?
  • Currently, we can provide Server License, Site Collection License and Farm License:
  • Each WFE will require a Server License (For SharePoint 2007: all servers running the SP Web Application service will need to be licensed; for SharePoint 2010: all servers running the "Microsoft SharePoint Foundation Web Application" service will need to be licensed). SPB Server Licenses do NOT limit the number of end-users.
  • A Site Collection License (with end-user number limit) can be applied to one site collection only, you would need to make sure the number of end-users is within the end-user number limit provided by your license;
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• Which type of license should I choose?
  • Server Licenses are better if you would like to use the product without site collection or end-user restrictions.
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  • If you are still unsure as to which license type is best for you, please email sales@sharepointboost.com for assistance.
• What are "end-users" and how do they affect my Site Collection License/Farm License?
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  • An end-user is defined as any user who has access to, or has accessed any site in your Site Collection/Farm at any point in time, either directly (e.g. signing in) or indirectly (e.g. assigning him a task). And the number of end-users in the site collection means the total number of users across all sites in the site collection.
  • Once a user has accessed a site in the site collection/farm, he is counted, regardless of whether or not this user is active on the site where the product is used. For example, while you may only have 50 users who would need to use the product on Site A in the site collection, there are 360 users accessing Site B (including the 50 accessing Site A), making a total of 360 users with access to the site collection. Since Site A and Site B are in the same site collection, you would need to purchase a license for at least 360 users. SPB licenses increase in increments of 100 users, so if there are 360 people who have access to the site collection, you will need to purchase a 400 end-user license.
• If the current end-user number exceeds the end-user number allowed by my Site Collection License/Farm License, what will happen?
  • Please note that end-users do NOT affect Server Licenses.
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  • You can either use our End User Viewer Tool to delete some inactive or disabled SharePoint users (http://www.sharepointboost.com/end-user-viewer-tool.html) or upgrade your license with more end-users.The cost of a license upgrade is equal to the price difference between the old and new licenses, plus a standard fee of 50 USD applied to all upgrates submitted. For example, if you had purchased a 200 end-user license for $500 and now you want to upgrade to a 300 end-user license (Price: $600), you only need to pay the difference (600-500=$100) plus the standard upgrade fee ($50), therefore in total $150. It also applied to Farm License.
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• Do I have to pay for updates as new versions of the product are released?
  • Do I have to pay for updates as new versions of the product are released?
  • A minor release contains bugs fixes and minor feature changes (e.g. 1.0 to 1.1). Major releases include significant feature additions and enhancements (e.g. 1.x to 2.0), and Major releases (usually with significant functionality added) require the payment of an upgrade fee. However, if you purchase our Premium Annual Support plan, then all major and minor releases are free for one year.
• Do I need to apply for a new license if the site collection ID/farm ID/server CODE has been changed?
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