Server Load Permission Requirements

This article lists all permissions necessary for SPDocKit to gather information about SharePoint farm servers.

SharePoint Server Information

During the Snapshot creation process, SPDocKit will try to retrieve information about your servers.

Please note! The following permissions on your servers are optional, but depending on them some or all information about your server configuration and the corresponding best practices reports will not be available in SPDocKit.

Required permissions

In order to allow SPDocKit to successfully gather all the information about your SharePoint farm servers, the following permissions are necessary:

  • Local Administrator on the server

  • Windows Update service up and running

Granting permissions

To add the SPDocKit user to the Local Administrator group follow these steps:

  1. On the server open the Local Users and Groups management console. Find it by typing "Edit local users and groups" or "lusrmgr.msc" in Windows Search.

  2. Under Groups find the Administrators group.

  3. Click the Add button and enter the user accounts running SPDocKit.

  4. Confirm your changes by clicking OK.

In case you have a very strict security policy and cannot add this account to the Local Administrators group, you can use the following procedure to get most of the reports working:

  • Add your SPDocKit accounts to the following local groups: Backup Operators and Performance Log Users. This will allow us to remotely execute WMI queries and get information about SQL servers.

  • Start winmgmt.msc, right click on WMI Control and select Properties.

  • Go to the Security tab and expand Root node. In the expanded list select cimv2 and click on the Security button.

  • Click on Advanced button, then click Add… and enter the desired user and click OK.

  • Select option This namespace and subnamespaces in a dropdown list Apply to.

  • Make sure that you select Enable Account and Remote Enable on the Allow list and then click OK four times.

To start the Windows Update service, open the Service Microsoft Management Console, right click on the service and choose Start.

SQL Server Information

There are some additional SPDocKit permission requirements necessary to load SQL servers information.

Please note! The following permissions on your SQL servers are optional, but depending on them, some or all information about your SQL server configuration and the corresponding Best Practices reports will not be available in SPDocKit.

Required permissions

In order to allow SPDocKit to successfully gather all the information about your SQL servers the following permissions are necessary:

  • Sysadmin server role

In case that you can’t give those permissions due to security requirements, you can use the following permissions to get most of the SQL specific reports working:

  • Public server role

  • Dbcreator server role and VIEW SERVER STATE permission

  • Dbaccess permission on model database

  • Db_owner database role on each of the affected databases

Granting permissions

Follow these steps to grant required permissions:

  1. Create a new user on the SQL server that will be used by SPDocKit.

  2. Add the sysadmin role to your SPDocKit account.

In case you have a very strict security policy and cannot add the sysadmin role to the SPDocKit account, you can use the following procedure to get most of the SQL reports working:

  1. Create a new user on the SQL server that will be used by SPDocKit.

  2. Add the dbcreator role to your SPDocKit account and execute the following T-SQL query:

    USE master
    GO
    GRANT VIEW SERVER STATE TO “DOMAIN\ACCOUNT”
  3. Execute following T-SQL query to add necessary permissions:

    USE model
    GO
    EXECUTE sp_grantdbaccess 'DOMAIN\ACCOUNT'

To grant the db_owner database role to the SPDocKit accounts, follow these steps:

  1. Connect to your SQL server using SQL Server Management Studio.

  2. Navigate to Security > Logins and select the SPDocKit account.

  3. Right click on the account and open the Login Properties dialog.

  4. Under User Mappings, make sure that the account has the db_owner database role for all affected databases.

Project Server Information

During the snapshot creation process, SPDocKit will try to retrieve information about your Project server sites.

Please note! The following permissions on your Project server sites are optional, but depending on them some or all information about your Project server sites configuration reports will not be available in SPDocKit.

Required Permissions

In order to allow SPDocKit to successfully gather all the information about your Project server sites the following permissions are necessary:

  • SPDocKit account needs to be a member of the Project Server Administrators group on each of the Project server sites

Granting permissions

To add your SPDocKit account to the Administrators group, follow these steps:

  1. In a browser navigate to your Project server site.

  2. Click Settings > PWA Settings to open up the PWA Settings page.

  3. Under Security click Manage Users.

  4. Click New User and add your SPDocKit user accounts (console account and the service account, if you are using automatic snapshots).

    • Under User logon account specify the Domain\Username of the SPDocKit user account.

    • Under Security Groups make sure that this user is a member of the Administrators security group.