# SailPoint Dropbox SaaS Connector Documentation > Dropbox SaaS Connector Documentation # Documentation # Connecting SailPoint and Dropbox SaaS To connect SailPoint with Dropbox, 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](). 8. (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](). 9. 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](). 10. 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. > [!NOTE] > > **Screenshot** > > [![Connection Settings]()]() To configure the connection settings, complete the following: 1. Provide the **Host URL**. This is the endpoint to connect to the Dropbox managed system. For example, `https://api.dropbox.com`. 2. Provide the **App Key**. This is the application authentication key for the Dropbox managed system. 3. Provide the associated **App Secret**. 4. Provide the **Refresh Token**. Make sure the token has a long expiration period. 5. (Optional) In the **Page Size** field, specify the number of records to fetch during aggregation in a single page. - Maximum value: 1000 - Default: 1000 6. Select **Save**. ## Activity Insights Settings SailPoint pulls in activity data in the form of events like user logins, password changes, and content updates within the application. You can view an identity’s activity data within an application to discover trends for that user. > [!IMPORTANT] > > Contact your SailPoint Customer Success Manager (CSM) for more information on Activity Insights. For more information on utilizing activity data, refer to [Activity Insights](). Activity Insights Settings allows you to gather account information and activity data from Dropbox. To enable Activity Insights for the Dropbox application, refer to [Prerequisites]() for more information. To configure Activity Insights, complete the following: > [!NOTE] > > **Screenshot** > > [![Activity Insights Settings]()]() 1. Go to **Activity Insights Settings**. 2. Select **Enable Activity Insights** to view access to data insights on source and application activity such as logins and other app-specific events. 3. 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 Dropbox SaaS The SailPoint Dropbox SaaS connector manages enterprise users of Dropbox for Business. This document is designed to give specific information about the requirements and field definitions needed to get a working instance of a Dropbox SaaS connector. > [!NOTE] > > To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes]() page. ## Supported Features The Dropbox SaaS connector supports the following features: > [!NOTE] > > Before you can use any feature marked with an asterisk (\*), SailPoint must activate the feature for your site. - Load and provision(\*) Dropbox users as Accounts - Enable and disable Accounts - Dropbox groups as Account - Groups - \*Access certifications (certification of entitlements connected to accounts) - Delete Accounts ### Activity Insights Activity Insights supports activity from Dropbox and its associated accounts. This allows you to gather account information and activity data from Dropbox. > [!IMPORTANT] > > Contact your SailPoint Customer Success Manager (CSM) for more information on Activity Insights. For more information on configuring Activity Insights, refer to Activity Insights Settings. Refer to [Source Features]() for more information on features. ## Supported Managed System The Dropbox SaaS connector supports Dropbox Business API Version 2 supported by Dropbox server managed system. ## Prerequisites - The Dropbox managed system should be running. - You must generate the access token for the Dropbox SaaS application. The Dropbox SaaS administrator acquires it from the Dropbox business server using the OAUTH2 mechanism to allow SailPoint to interact with the Dropbox server. Access tokens are valid until the user uninstalls the application or explicitly revokes the grant through the Dropbox SaaS page. > [!NOTE] > > Refer to the [OAuth Guide]() in the Dropbox documentation for more information. Following are the steps to generate a refresh token: 1. Construct authorization URL for the required app using the following example: ```text https://www.dropbox.com/oauth2/authorize?client_id=&response_type=code&token_access_type=offline ``` where `` is the Dropbox App Key. For the URL drop application, use admin credentials to sign in. After signing in, it provides the authorization code as a result. 2. Use the following token API to get the refresh token: ```text curl https://api.dropbox.com/oauth2/token \ -d code= \ -d grant_type=authorization_code \ -u : ``` Where: - `` - The construct authorization code received earlier - `` - The Dropbox App Key - `` - The Dropbox App Secret ## Required Permissions Applications created in Dropbox SaaS require the following permission, which has read and update rights: - Team member management - Team information, and the ability to add, edit, and delete team members > [!NOTE] > > The default role for any user in the Dropbox SaaS source is **Members\_only** and it cannot be deleted. ### For Activity Insights An administrator requires the following additional permissions to utilize the Activity Insights: | Scope | Description | | --- | --- | | team\_data.member | View structure of your team's and members' folders. | | events.read | View your team's activity log. | Refer to [Activity Insights Settings]() for more information on configuring Activity Insights. # Machine Account Attributes Machine account attributes are used in provisioning configurations for machine accounts. After you have [created the required machine account subtypes](), you can use the machine account attributes to provision machine accounts in your SailPoint tenant. Refer to [Machine Identity Security Overview]() for more information. Refer to [Default Create Account Attributes]() for the complete list of supported attributes and their descriptions. # Provisioning The Dropbox SaaS connector supports provisioning, allowing you to create and manage accounts and entitlements in Dropbox 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 | Account Attribute | Generator | Description | | --- | --- | --- | | email | Identity Attribute | The work email of the user | | given\_name | Identity Attribute | The first name for the user record that you want to create | | surname | Identity Attribute | The last name of the user | | external\_id | Disable | The external identity of the user | | send\_welcome\_email | Static | Welcome email sent to members | # 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 Dropbox SaaS connector uses the following default correlation and object configurations. ## 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 Dropbox SaaS source, the default correlation mapping is: | Account Attribute | Operation | Identity Attribute | | --- | --- | --- | | email | Equals | Work Email | | display\_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 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 | | --- | --- | | team\_member\_id | Account | | group\_id | Group | ### Default Account Attributes The Dropbox SaaS 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 | | --- | --- | | team\_member\_id | The team member's unique identifier | | status | Status of the member, whether active or inactive | | surname | The team member's surname | | given\_name | The team member's first name | | email | The team member's email address | | email\_verified | Boolean attribute which describes whether an email address is verified to be owned by a specific team member | | role | Roles on the Dropbox server, it can be `administrator` or `member` | | groups | List of groups connected to team member | | external\_id | The team member's external ID | | familiar\_name | Locale-dependent name. In the US, a person's familiar name is their given name, but elsewhere, it could be any combination of a person's given name and surname. | | display\_name | A name that can be used directly to represent the name of a user's Dropbox account | | abbreviated\_name | An abbreviated form of the person's name. This is their initials in most locales. | | account\_id | A user's Dropbox account identifier | | joined\_on | The date and time the user joined as a member of a specific team | | persistent\_id | Persistent ID that a team can attach to the user. The persistent ID is a unique ID to be used for SAML authentication. | ## 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 Dropbox SaaS 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 | | --- | --- | | group\_id | The group's unique identifier | | group\_external\_id | This is an arbitrary ID that an admin can attach to a group | | group\_name | Name of the group | | member\_count | Total count of the members connected to the group | | members | List of group members | | group owners | List of group owners | | group\_management\_type | The group type determines how a group is managed. For example, `user_managed/company_managed` | # 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]().