# SailPoint Axosoft Connector Documentation > Axosoft Connector Documentation # Documentation # Connecting SailPoint and Axosoft To connect SailPoint with Axosoft, perform the following tasks: ## Adding the Source in SailPoint To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs. > [!IMPORTANT] > > By default, the provisioning feature is **disabled**, and the connector only supports read-only operations. To support provisioning operations, you must manually enable the feature in the source configuration. **To configure a new source:** 1. Sign in to SailPoint. 2. Go to **Admin \> Connections \> Sources**. 3. Select **Create New**. 4. Search for the connector by entering the name in the search box, and then select **Actions**. 5. In the **Actions** dropdown list, select the setup method: - [**Express Setup**](<#configuring-a-source-using-express-setup>) - Quickly create a read-only connection to your target system by providing minimal configurations and authentication. On completion, aggregation is automatically started. > **Note** > > Express Setup supports Credential Providers. For information on supported credential providers and configuration, refer to [Credential Providers](). For more information, contact your SailPoint Customer Service Manager. - [**Standard Setup**](<#configuring-a-source-using-standard-setup>) - Provide detailed basic configuration to create the source. Once the source is created, continue with source setup. ### Configuring a Source Using Express Setup Express Setup minimizes the initial configuration process so you can quickly connect the application and immediately begin aggregating user account and entitlement data. 1. Review the directions and select **Start Express Setup**. 2. Review the pre-populated **Source Name**, **Source Owner**, and **Description**. To update, select **Edit**. > **Note** > > The source name must be unique. You can change these settings later in the source configuration. 3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider. > **Note** > > To add a Credential Provider in SailPoint, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](). 4. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the **Connection Settings** section. 5. Select **Finish**. After a successful test connection, the system creates your source and prompts you to run an aggregation. - If you want to aggregate now, select **Aggregate**. - To see the latest account aggregation history, go to **Account Management \> Account Aggregation**. - To see the list of aggregated source accounts, go to **Account Management \> Accounts**. - If you want to aggregate later, select **Exit**. This returns you to the **Sources** page. Your new source is listed, but contains no accounts or aggregation history yet. ### Configuring a Source Using Standard Setup Use Standard Setup to configure the connector for full feature support. 1. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters. 2. In the **Description** field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters. 3. In the **Source Owner** field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to [Assigning a Source Owner](). 4. (Optional) Select a governance group to grant its members [source]() or [role]() sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](). 5. If this source represents a primary system containing your organization's personnel records, select the **Authoritative Source** checkbox. For more information, refer to [Creating Identity Profiles](). 6. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Continue to configure your connected source there. ## Base Configuration Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary. 1. Enter a unique name and description for the source. 2. In the **Source Owner** dropdown list, select the identity that owns this source. - To find a source owner, begin entering their name. 3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider. > **Note** > > To add a credential provider, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](). 4. Configure the authentication to allow SailPoint to connect to the source. Refer to [Connection Settings](<#connection-settings>) for more information. 5. (Optional) In the **Governance Group for Source Management** dropdown list, select a governance group to associate with this source. For more information about governance groups, refer to [Associating Governance Groups with a Source](). 6. (Optional) Choose whether to enable or disable provisioning for the source. Provisioning is disabled by default. - **Enable Provisioning** - Set the toggle to **Enabled** to allow the source to create, update, and deactivate accounts in the connected source system. - **Disable Provisioning** - Set the toggle to **Disabled** to disable provisioning for the source. Disabling provisioning will prevent the creation, updating, or deactivating of accounts on this source. 7. Select **Save**. ## Connection Settings The following information is required to connect and interact with Axosoft. > [!NOTE] > > **Screenshot** > > [![Connection Settings]()]() 1. Select **Connection Settings** from the menu. 2. Enter the **Base URL** for the Axosoft source. The Axosoft connector supports REST and uses the following as a base url: `https://companyname.axosoft.com`. 3. Enter the **Username** and **Password** the connector needs to authenticate with the Axosoft source. 4. Enter the **Client ID** and accompanying **Client Secret** created in the Axosoft source. 5. Select **Save**. ## Aggregation Settings Provide the settings for your aggregation. For more information about aggregation, refer to [Loading Account Data](). > [!NOTE] > > **Screenshot** > > [![Account Filter]()]() 1. Select **Aggregation Settings** from the menu. 2. Specify the **Account Filter** conditions. search\_field = Enter Attribute Name to search. search\_string = Enter String to search. **Example filters**: 1. `search_field=email&search_string=email@example.com` 2. `search_field=first_name&search_string=jhonson` 3. Select the option to **Include Inactive Accounts** if you wish to include inactive accounts in the account aggregation. 4. Select **Save**. ## Review and Test Perform a test to confirm the connection to SailPoint. 1. Go to **Review and Test**. 2. Confirm that the entries in each field are correct. If you note any mistakes, return to the section and make corrections. 3. Select **Test Connection**. ## SailPoint Application Onboarding SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to **Discovered Applications** in the SailPoint user interface. For more information, refer to [Application Onboarding]() in the SailPoint SaaS documentation. # Integrating SailPoint with Axosoft The Axosoft (formerly OnTime) product is a proprietary project management and bug tracking system developed by Axosoft, LLC. Generally known for online item-tracking and item-management application - Scrum & Agile Project Development, Bug Tracking, Project Management, HelpDesk and Customer Portal. This document is designed to give specific information about the requirements and fields needed to successfully configure an instance of the Axosoft source. > [!NOTE] > > To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes]() page. ## Supported Features The Axosoft source supports the following features: - Aggregation of Accounts - Aggregation of Entitlements (Manage 'Security Roles' as Entitlements) - Get Account - Provisioning - Create Account - Add/Remove Entitlement (security\_roles) - Update Account - Enable Account - Disable Account - Unlock Account - Change Password - Access Certifications (Certifications of entitlements connected to the accounts) ## Prerequisites The following Prerequisites are required: 1. To connect with the Axosoft system you will need to get a **Base URL**, **Client ID**, **Client Secret**, **Username(login\_id)** and **Password**. They will be used to identify and authenticate your application. 2. For **Client ID** and **Client Secret**, log into your Axosoft account with admin privileges, navigate to the **Tools** menu, and open **System Options**. Under the **Axosoft API Settings** tab, enable the API and select **Manage API Keys**. Your app will use the Client ID and Secret in conjunction with an Axosoft user's authorization to access Axosoft data. Remember to keep your Client Secret a secret. 3. In Axosoft, you must have the Administrator permission level to manage users. 4. Refer to the following link for authentication: [Private Applications - Axosoft Developer API]() ## Required Permissions You must have the Administrator permission level to manage users. # Machine Account Attributes ## Machine Account Provisioning Attributes The following table lists the attributes in the machine account creation template, including the generator and description for each attribute. | Attribute | Generator | Description | | --- | --- | --- | | first\_name | Static | First name of the account | | last\_name | Static | Last name of the account | | email | Static | Email of the account | | windows\_id | Disable | Windows ID of the account | | login\_id | Static | Login ID of the account | | use\_windows\_auth | Static | Windows authentication of the account | | is\_active | Static | Active status of the account | | is\_locked | Static | Lock status of the account | | password | Disable | Password of the account | For more information, refer to [Machine Identity Security Overview](). # Provisioning The Axosoft connector supports provisioning, allowing you to create and manage accounts and entitlements in Axosoft directly from SailPoint. **Prerequisite:** Your system is configured for provisioning. When SailPoint provisions new accounts to the source, it uses the attributes on the **Create Account** page as instructions or a template for what to include in the account. This page is also referred to as the *provisioning policy*. When new access is granted on a source where a user does not already have an account, SailPoint automatically includes account creation in the provisioning. This applies whether provisioning is started from an access request or from an automated role or lifecycle state assignment. For direct-connect sources, SailPoint automatically creates the account from this configuration. If the source is not configured as a direct-connect source, SailPoint creates and assigns a provisioning task to the source owner and includes the values for the source owner to use in manually creating the account. > [!IMPORTANT] > > This section describes the default **Create Account** configuration. SailPoint recommends that you work with Services to define a provisioning configuration specific to your company's needs. Be sure to verify large changes to the provisioning policy before implementation. Failure to do so might cause provisioning to fail. ## Default Create Account Attributes > [!IMPORTANT] > > Account attributes marked with an asterisk (\*) are mandatory attributes for account creation. | Account Attribute | Generator | Description | | --- | --- | --- | | email | Identity Attribute - Work Email | Unique login name of the user | | first\_name | Identity Attribute - First Name (firstname) | First name of the user | | last\_name | Identity Attribute - Last Name (lastname) | Last name of the user | | login\_id | Identity Attribute - Work Email | Unique login name of the user | | use\_windows\_auth | Static false | Use windows authentication for login | | is\_active | Static true | Active status of the user | | is\_locked | Static false | Locked status of the user | > [!NOTE] > > If `use_windows_auth` is true, the `windows_id` attribute is mandatory. If `use_windows_auth` is false, the `login_id` attribute is mandatory and must be provided. # Schema Reference The application schema is used to configure the objects returned from a connector. > [!NOTE] > > - The **Account Schema** tab is used to define the attributes for each object type in the application being configured. The schema attributes can be defined as **Entitlement** or **Multi-Valued**. Refer to [Managing Source Account Schemas]() for more information. > - The schema attributes that are not present by [default](<#default-account-schema>) must be defined as strings if not specified. The Axosoft connector uses the following default correlation and object configurations. ## Schema Objects The following schema objects are supported: - Account - Standard Account schema which manages Axosoft users. - Security Roles - Entitlement schema manages Security Roles of Axosoft system. ## Default Correlation Configuration Before you aggregate accounts from this source, you can map account attributes with their corresponding identity attributes based on your requirements. You can customize the correlation configuration. Refer to [Assigning Source Accounts to Identities]() for more information. When you first create the Axosoft source, the default correlation mapping is: | Account Attribute | Operation | Identity Attribute | | --- | --- | --- | | email | Equals | Work Email (email) | | full\_name | Equals | Name | ## Default Account Schema Each source supports a variety of details, or attributes, about each user who has an account, such as their name, email address, manager name, and location. The set of account attributes each source stores and how they're organized is known as the account's *schema*. To best represent your data, you can configure sources to use an account schema matching the one you use in the external connector. Refer to [Managing Source Account Schemas]() for more information. ### Default Account Attributes The Axosoft connector supports the following default account schema attributes and customer configurable attributes. The attributes must be defined as strings if not specified. | Attribute Name | Description | | --- | --- | | id | The user's unique ID. | | first\_name | The user's first name. | | last\_name | The user's last name. | | full\_name | The user's full name. | | is\_active | The user's active status. | | is\_locked | The user's lock status. | | email | The user's primary work email address. | | login\_id | The user's login ID. | | windows\_id | The user's Windows ID. | | use\_windows\_auth | Indicates if the account should use Windows authentication. | | built\_in\_account | Indicates if the account is a built-in account. | | last\_login\_date\_time | Timestamp for the user's latest login. | | failed\_logins | The user's failed login count. | | created\_date\_time | Timestamp for the user's initial creation. | | last\_updated\_date\_time | Timestamp for the user's latest update. | | security\_roles | Security roles assigned to the user. | ## Default Entitlement Attributes Entitlement attributes define the entitlements, such as groups or roles, that can be assigned to the managed system's user accounts. Refer to [Managing Entitlements]() for more information. > [!CAUTION] > > Changing the attribute marked as the Entitlement ID after aggregating accounts or entitlements can result in duplicate entitlements being created, or access profiles and roles breaking. To avoid this, edit the entitlement schema before performing any aggregations. | Attribute Name | Description | | --- | --- | | id | The security role's unique ID. | | name | The security role's name. | | is\_admin | Indicates if the security role is an administrator role. | | metadata.count | Number of users assigned to the role. | # Troubleshooting If you encounter any of the following issues or errors, SailPoint recommends that you follow the guidance provided below to resolve the error before contacting SailPoint Support. For issues or errors that are not addressed in this connector guide, refer to the following resources for troubleshooting information: - [SailPoint Identity Services Documentation]() - [SailPoint Support Knowledge Base]() - [SailPoint Developer Community]() ## Debug Logs For information about managing additional source settings, including debug logging and downloading connector logs, refer to [Managing Additional Settings]().