# Connecting SailPoint and Disconnected Applications

Use the following configuration options to set up the connection with the managed system. Configure the options in the order in which they are listed. Authentication, account aggregation, and single account aggregation must be configured before you record a provisioning operation.

To connect SailPoint with Disconnected Applications, 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 **Configure**.
5. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters.
6. 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.
7. 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](<https://documentation.sailpoint.com/saas/help/sources/index.html#assigning-a-source-owner>).
8. Under **Connection Type**, select **Direct Connection** or **Flat File**.

   - **Direct Connection** - A direct connection fetches data from the **Virtual Appliance Cluster** you choose as the application connector for the source. A direct connection configuration allows for real-time updates. For more information about configuring and deploying virtual appliances, refer to the [Virtual Appliance Reference Guide](<https://documentation.sailpoint.com/saas/help/va/index.html>).
   - **Flat File** - Select the flat file if no connector is available, or if another system restricts the connection. This option allows only reading and aggregating data as a generic/delimited application. Provisioning activity is unsupported, and additional configuration pages like connection settings and aggregation settings are unavailable.
9. If you selected **Direct Connection**, in **Virtual Appliance Cluster**, select the virtual appliance cluster that will be used as the application connector for the source.
10. (Optional) Select a governance group to grant its members [source](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#source-sub-admin-user-level>) or [role](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#role-sub-admin-user-level>) sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html>).
11. 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](<https://documentation.sailpoint.com/saas/help/setup/identity_profiles.html>).
12. 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. In the **Virtual Appliance Cluster** dropdown list, select the virtual appliance to use when communicating with your organization's systems. For more information, refer to [SailPoint Virtual Appliances](<https://documentation.sailpoint.com/saas/help/va/index.html>).
4. (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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
5. Configure the authentication to allow SailPoint to connect to the source. Refer to [Connection Settings](<#connection-settings>) for more information.
6. (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](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html#associating-a-governance-group-with-a-source>).
7. (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.
8. Select **Save**.

## Connection Settings

Configure a connection to the managed system and specify how the system represents the status of an account.

> [!NOTE]
>
> **Screenshot**
>
> [![Connection Settings](<https://documentation.sailpoint.com/connectors/disconnected_application/va/help/img/connection_settings_fields.png>)](<https://documentation.sailpoint.com/connectors/disconnected_application/va/help/img/connection_settings_fields.png>)

1. Enter the **Base URL** of the managed system. For example, `https://example.com`.

   > **Note**
   >
   > SailPoint recommends using HTTPS for a secured connection.
2. Enter the **Username** of the service account used to sign in to the managed system.
3. Enter the **Password** of the service account.
4. In **Browser Allowed Hosts**, enter any redirect hostnames visited during sign-in or password entry. To add a host, enter a single hostname and press **Enter**.

   - Host name example: `sso.example.com`
   - IP address example: `172.16.25.5`

   > **Note**
   >
   > The source automatically permits the Base URL hostname.
5. Select **Save**.

### Account Status Mapping

SailPoint uses the status attribute of the managed system to report an account as enabled or disabled after an enable or disable operation runs.

> [!IMPORTANT]
>
> The status attribute must be part of the account schema and must be aggregated.

> [!NOTE]
>
> **Screenshot**
>
> [![Account Status Mapping](<https://documentation.sailpoint.com/connectors/disconnected_application/va/help/img/account_status_mapping.png>)](<https://documentation.sailpoint.com/connectors/disconnected_application/va/help/img/account_status_mapping.png>)

1. In **Account Enable Status Attribute**, enter the attribute and value that indicate an enabled account. For example, `status=Active`.
2. In **Account Disable Status Attribute**, enter the attribute and value that indicate a disabled account. For example, `status=Inactive`.
3. Select **Save**.

## Agent Settings

The SailPoint Disconnected Application Agent replays the recorded operations of the source. Install and register the SailPoint Disconnected Application Agent before you configure the connection. For more information, refer to [Agent Installation](<https://documentation.sailpoint.com/connectors/disconnected_application/va/help/agent_installation.html>).

### Agent Connection Settings

> [!NOTE]
>
> **Screenshot**
>
> [![Agent Connection Settings](<https://documentation.sailpoint.com/connectors/disconnected_application/va/help/img/agent_connection_settings.png>)](<https://documentation.sailpoint.com/connectors/disconnected_application/va/help/img/agent_connection_settings.png>)

1. In **Agent Host**, enter the host name or IP address of the system where the SailPoint Disconnected Application Agent is installed. For example, `172.16.25.5` or `node.domain.example`.
2. In **Agent Port**, enter the port number used to connect to the SailPoint Disconnected Application Agent. The default port is `5050`.
3. In **Client Authentication Username**, enter the user name used for client authentication.
4. In **Client Authentication Password**, enter the password used for client authentication.

   > **Note**
   >
   > SailPoint encrypts this data.
5. Select **Save**.

## Authentication Settings

Record the sign-in to the managed system with the SailPoint Connectivity Browser Extension. SailPoint replays the recorded sign-in with the service account credentials entered in [Connection Settings](<#connection-settings>) before each aggregation and provisioning operation.

> [!IMPORTANT]
>
> If you use a vanity URL, add the vanity URL and the URL of the managed system to the SailPoint Connectivity Browser Extension.

1. In **Authentication Settings**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, sign in as the service account, and then stop the recording.
3. Review the recorded steps, and then confirm the recording.
4. Select **Save**.

> [!NOTE]
>
> The source supports form-based sign-in, including a sign-in that collects the user name and the password on separate screens.

## Account Aggregation Settings

Configure how the source collects account data from the managed system. Account aggregation and single account aggregation are configured separately, and recording one of them again does not change the other.

> [!IMPORTANT]
>
> If you use a vanity URL, add the vanity URL and the URL of the managed system to the SailPoint Connectivity Browser Extension.

### Account Aggregation

Account aggregation collects the values displayed in the list of users. It does not open the details page of each account. Select one of the following configuration methods:

- **SailPoint Connectivity Browser Extension** - Record the account aggregation workflow in the managed system.
- **SFTP** - Import the account data from a CSV file on a remote server.

> [!NOTE]
>
> SailPoint strongly recommends SFTP for account aggregation when the account volume is large, or when required attributes are not shown as columns on the grid.

**To record account aggregation with the SailPoint Connectivity Browser Extension:**

1. In **Account Aggregation**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, go to the list of users, and then extract the account data.
3. Map the extracted data to the account schema attributes, and then confirm the recording.
4. Select **Save**.

**To import account data with SFTP:**

1. In **Account Aggregation**, select **Select** for **SFTP**.
2. Enter the connection details of the remote server and the path of the CSV file that contains the account data.
3. Select **Save**.

### Single Account Aggregation

Single account aggregation collects the data of one account. SailPoint uses this recording to refresh an account and to confirm the result of a provisioning operation.

**To record single account aggregation with the SailPoint Connectivity Browser Extension:**

1. In **Single Account Aggregation**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, search for one account, and then open the details page of that account.
3. Extract the account data, and then confirm the recording.
4. Select **Save**.

> [!NOTE]
>
> The search recorded for single account aggregation must return one account.

### Correlating Accounts

Account correlation for the SailPoint Disconnected Application Connector is completed manually. After account aggregation, match each uncorrelated account to an identity. For more information, refer to [Manually Resolving Uncorrelated Accounts](<https://documentation.sailpoint.com/saas/help/accounts/correlation.html#manually-resolving-uncorrelated-accounts>).

## Entitlement Aggregation Settings

Configure how the source collects entitlement data from the managed system. An entitlement must be aggregated before it can be requested, certified, or reported on. Select one of the following configuration methods:

- **SailPoint Connectivity Browser Extension** - Record the entitlement aggregation workflow in the managed system.
- **SFTP** - Import the entitlement data from a CSV file on a remote server.

> [!IMPORTANT]
>
> If you use a vanity URL, add the vanity URL and the URL of the managed system to the SailPoint Connectivity Browser Extension.

> [!NOTE]
>
> SailPoint strongly recommends SFTP for entitlement aggregation when the entitlement volume is large, or when required attributes are not shown as columns on the grid.

**To record entitlement aggregation with the SailPoint Connectivity Browser Extension:**

1. In **Entitlement Aggregation**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, go to the list of groups or roles, and then extract the entitlement data.
3. Map the extracted data to the entitlement schema attributes, and then confirm the recording.
4. Select **Save**.

**To import entitlement data with SFTP:**

1. In **Entitlement Aggregation**, select **Select** for **SFTP**.
2. Enter the connection details of the remote server and the path of the CSV file that contains the entitlement data.
3. Select **Save**.

## Create Account Settings

Record the creation of an account with the SailPoint Connectivity Browser Extension. SailPoint replays the recorded steps when a create account request runs. If an operation has no recording, the source does not perform that operation.

> [!IMPORTANT]
>
> If you use a vanity URL, add the vanity URL and the URL of the managed system to the SailPoint Connectivity Browser Extension.

> [!NOTE]
>
> Configure [Authentication Settings](<#authentication-settings>) and [Account Aggregation Settings](<#account-aggregation-settings>) before you record this operation.

1. In **Create Account**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, create an account, and then stop the recording.
3. Map the recorded fields to the account schema attributes, and then confirm the recording.
4. Select **Save**.

## Update Account Settings

Record each update operation you want to automate with the SailPoint Connectivity Browser Extension. SailPoint replays the recorded steps when the corresponding request runs. If an operation has no recording, the source does not perform that operation.

> [!IMPORTANT]
>
> If you use a vanity URL, add the vanity URL and the URL of the managed system to the SailPoint Connectivity Browser Extension.

> [!NOTE]
>
> Configure [Authentication Settings](<#authentication-settings>) and [Account Aggregation Settings](<#account-aggregation-settings>) before you record these operations.

### Update Account Attributes

1. In **Update Account Attributes**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, update the attributes of an account, and then stop the recording.
3. Map the recorded fields to the account schema attributes, and then confirm the recording.
4. Select **Save**.

### Enable Account

1. In **Enable Account**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, enable an account, and then stop the recording.
3. Review the recorded steps, and then confirm the recording.
4. Select **Save**.

> [!NOTE]
>
> The status that the managed system sets during this operation must match the **Account Enable Status Attribute** value entered in [Connection Settings](<#connection-settings>).

### Disable Account

1. In **Disable Account**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, disable an account, and then stop the recording.
3. Review the recorded steps, and then confirm the recording.
4. Select **Save**.

> [!NOTE]
>
> The status that the managed system sets during this operation must match the **Account Disable Status Attribute** value entered in [Connection Settings](<#connection-settings>).

### Add Entitlements

Record assigning an entitlement to an account. For example, assign a group or a role.

1. In **Add Entitlements**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, assign a group or a role to an account, and then stop the recording.
3. Review the recorded steps, and then confirm the recording.
4. Select **Save**.

### Remove Entitlements

Record removing an entitlement from an account. For example, unassign a group or a role.

1. In **Remove Entitlements**, select **Launch** for **SailPoint Connectivity Browser Extension**.
2. In the managed system, unassign a group or a role from an account, and then stop the recording.
3. Review the recorded steps, and then confirm the recording.
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](<https://documentation.sailpoint.com/saas/help/ai/app_onboarding/index.html>) in the SailPoint SaaS documentation.