# SailPoint Delinea Platform Connector Documentation > Delinea Platform Connector Documentation # Documentation # Connecting SailPoint and Delinea Platform To connect SailPoint with Delinea Platform, 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 Provide the information required to connect and interact with the source. The Delinea Platform connector supports OAuth 2.0 with the Client Credentials grant type. > [!NOTE] > > **Screenshot** > > [![Connection Settings page showing Connection Timeout, Host URL, Grant Type, OAuth 2.0 Token URL, Client ID, and Client Secret fields.]()]() 1. Enter the **Connection Timeout (In minutes)** to wait for a response before the request fails. The default value is 1. 2. Enter the **Host URL** of the managed system that you are connecting with. For example: `https://{your Delinea tenant}.delinea.app/scim/v2` 3. Select **Client Credentials** as the **Grant Type**. 4. Enter the **OAuth 2.0 Token URL** used to request the access token. For example: `https://{your Delinea tenant}.delinea.app/identity/api/oauth2/token/xpmplatform` 5. Enter the **Client ID** of the Delinea Platform service account username. 6. Enter the **Client Secret** of the Delinea Platform service account password. 7. Select **Save**. ## Aggregation Settings Configure the settings for your aggregation. > [!NOTE] > > **Screenshot** > > [![Aggregation Settings page showing Page Size, Account Filter, Group Filter, and JSON Path Attribute Mapping fields.]()]() 1. Enter the **Page Size** as the number of records to fetch in one request. The default value is 50. 2. Enter the **Account Filter** to aggregate the user resources. For example: `userName sw "S"` 3. Enter the **Group Filter** to aggregate the group resources. For example: `displayName sw "S"` 4. To aggregate additional fields, in the **JSON Path Attribute Mapping** panel, specify the schema attribute and its corresponding JSON path. Any attribute added here must also be added to the account schema. 5. Select **Save**. ## Additional Settings Provide any additional parameters the connector must send when requesting an OAuth 2.0 access token. > [!NOTE] > > **Screenshot** > > [![Additional Settings page showing OAuth 2.0 Request Parameters with scope set to xpmheadless.]()]() 1. In **OAuth 2.0 Request Parameters**, each row is sent as a parameter in the token request. 2. Enter corresponding values for **Key** and its **Value**. > **Note** > > The **Scope** parameter is required by Delinea Platform. 3. Select **Add** to add a parameter for the OAuth 2.0 access token request. 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 Delinea Platform The SailPoint connector for Delinea Platform provides deep governance for Accounts and Groups. > [!NOTE] > > To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes]() page. ## Supported Features The Delinea Platform source supports user (account) and entitlement (group) management. ### Account Management - Aggregation - Aggregate a single account - Create account through provisioning - Update account through provisioning - Enable and disable accounts through provisioning - Delete accounts - Add and remove entitlements - Test Connection ### Entitlement Management (Groups) - Group aggregation - Aggregate a single group - Aggregate container permissions as direct permissions ## Prerequisites Complete the following tasks before you configure the Delinea Platform: - Set up your Delinea Platform tenant. - Create a Delinea Platform service account for SailPoint, and ensure its client ID and client secret are available. - Assign the service account the permissions listed in [Required Permissions](<#required-permissions>). ## Required Permissions Assign the following permissions to the Delinea Platform service account: | Permission | Purpose | | --- | --- | | Manage Identity settings | Manages all identity-related settings, including users, groups, and policies. | | Administer Secret Server Reports | Allows the service account to view, edit, create, and delete reports. | | Owner right on the container | Required only to aggregate container permissions. Assign this permission on each folder whose permissions the system reads. | # Provisioning The Delinea Platform connector supports provisioning, allowing you to create and manage accounts and entitlements in Delinea Platform 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 | Field | Required | Default value | Description | | --- | --- | --- | --- | | UserName | Yes | Identity attribute `uid` | The user name of the new account. It must be unique on the Delinea Platform. | | Email | Yes | Identity attribute `email` | The primary work email address of the new account. | | Active | No | `true` | Determines whether the new account is active. | # 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 Delinea Platform connector uses the following default correlation and object configurations. ## 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 ID SailPoint requires that certain attributes remain in your configuration. These attributes are referred to as *account IDs*. > [!CAUTION] > > Changing the attribute marked as the account ID after aggregating accounts can result in duplicate accounts being created. To avoid this, either reset the accounts on this source before editing the account ID attribute or edit the account ID attribute before aggregating accounts. > > To resolve issues caused by changing account IDs, reconfigure them to their default values. The following table lists the default account IDs for this connector: | Account ID | Schema Object Type | | --- | --- | | id | Account | | id | Group | The account name is `userName` and the group name is `displayName`. ### Default Account Attributes The Delinea Platform 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 unique ID of the user. This is an Account ID which must not be changed. | | userName | The user name of the user. This attribute is used to correlate accounts. | | displayName | The display name of the user. | | active | Determines whether the user is active on the managed system. | | emails.work.primary.value | The primary work email address of the user. Returned for local users only. | | userType | The membership type of the user, such as Employee or Vendor. | | groups | The list of groups the user belongs to. | | meta.location | The URL to access the SCIM resource. | | meta.resourceType | The SCIM resource type. | | meta.version | The version of the resource on the managed system. | | LinkedObject.source | The name of the external application on which the object lives. For a PAM local object the value is `null`. | | LinkedObject.nativeIdentifier | The native identifier of the object on the external application, for example an LDAP DN. For a PAM local object the value is `null`. | ## 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. ### Default Group Attributes The Delinea Platform connector also supports groups. The following attributes must be configured on the managed system and in the SailPoint source schema to manage groups. | Attribute Name | Description | | --- | --- | | id | The unique ID of the group. This is a Group ID which must not be changed. | | displayName | The display name of the group. | | description | The description of the group. | | members.value | The members of the group. | | meta.location | The URL to access the SCIM resource. | | meta.resourceType | The SCIM resource type. | | meta.version | The version of the resource on the managed system. | | Group.source | The name of the external application on which the group lives. For a PAM local group the value is `null`. | | Group.nativeIdentifier | The native identifier of the group on the external application. For a PAM local group the value is `null`. | # 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]().