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February 2007

SharePoint Security Evolution

Follow the maturation of SharePoint 2003 into SharePoint 2007—a new version that will significantly enhance your security infrastructure
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Consider a hands-on example. In a SharePoint portal, click the People and Groups link in the Quick Nav bar, which Figure 3, shows. Click More to view all your groups. By doing so, you see that your site has only the default groups available. You want to add two new groups to represent your Contoso IT department users and your Finance department users. Click New, and select New Group from the drop-down list. For the IT department, fill out the form that you see in Figure 4. Notice the permission levels at the bottom of the form. Before you go on to add a group for the Finance department, create a new security permissions level for the Finance users. Back in the list of groups, click Site Permissions to access the screen that Figure 5 shows. On this screen, you can see the permission levels and groups to which the Finance users are assigned, and you can manage the many-to-many relationship between groups and permission levels. You can see that the roles of Read, Contribute, and Full Control (i.e., administration) exist, along with the new SharePoint 2007 levels of Limited Access (equivalent to SharePoint 2003's Guest level) and Approver. To add a new permission level for your Finance team members, click Settings, Permission Levels. A list of available permissions will appear. Click Add a Permission Level to create a new Finance user role. On the screen that Figure 6 shows, you can see how many more permission options are available in SharePoint 2007 than in SharePoint 2003. Select the permissions you want (grant lots of list rights) and click Create. Now, you have a new permission level for Finance department employees. Go back to your Permissions home page and add a new group to contain your actual Finance employees. When you do so, the added Finance user permission group will appear at the bottom of the New Group screen. Now, you can add users to the Finance group, and any user of the Finance group will have the same permissions in any site in the SharePoint site collection.

Now that you understand how to collect users into groups and how to assign the groups various permissions, you can see how you’ll use these groups to secure SharePoint 2007. Just as in SharePoint 2003, you can explicitly grant or deny access to a site or a list, but you now have the additional ability to secure individual list items and document library folders. So, a user might have access to a site and a document library, but you can have individual documents or folders to which the user has no access.

Administrative Security
This has been a discussion of user-level and site-level security in SharePoint 2003 and SharePoint 2007. There are additional levels of security available to SharePoint administrators, who can also apply security at the Shared Services level and at the Central Administration level in SharePoint 2007.

Shared Services isn’t a new concept, but it’s now much more apparent. Essentially, Shared Services administration means that the server-farm administrator can delegate authorization for certain tasks to other users. This capability is handy when users make unwanted changes, such as item deletions (and subsequent Recycle Bin clearing). Now, with delegated user authorization, the user doesn’t have to go to the farm administrator for help.

The final possible level of security configuration in a SharePoint 2007 installation is at the Central Administration level. There are a lot of new administration features at this level, including security policies—a set of permissions that apply everywhere across the farm. These Grant and Deny policies override all other permissions, and you can configure them per Web application and per Web zone. Common examples of security policy use include granting full read access to auditors and denying all write access to anyone in the Internet zone (i.e., Extranet). You can also set up the AD service accounts at this level to prevent unauthorized application behavior on the network. You configure the application pool accounts, the SharePoint service (SPTimer and Admin Service) accounts, and access to SQL Server at this level.

A Powerful Force
SharePoint 2007 is poised to greatly improve the SharePoint end-user experience. Thanks to a slicker interface and features such as security trimming, the user will see only the sites, lists, and documents that they have permission to see. More important, SharePoint 2007 will simplify the life of the administrator, thanks to cleanly organized users and roles defined at one level, the ability to delegate activities to others via Shared Services, and the introduction of system-wide security policies.

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