# Connecting SailPoint and Guidewire ContactManager SaaS

To connect SailPoint with Guidewire ContactManager, 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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>). 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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
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](<https://documentation.sailpoint.com/saas/help/sources/index.html#assigning-a-source-owner>).
4. (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>).
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](<https://documentation.sailpoint.com/saas/help/setup/identity_profiles.html>).
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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
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](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html#associating-a-governance-group-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](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/conn_settings.png>)](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/conn_settings.png>)

1. Enter the **Host URL** path used to connect to the Guidewire ContactManager SaaS system.
2. Select an **Authentication Type**.

### Basic

> [!NOTE]
>
> **Screenshot**
>
> [![Basic authentication settings](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/conn_settings_basic.png>)](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/conn_settings_basic.png>)

1. Select **Basic** as the authentication type.
2. Enter the **Username** of the Guidewire ContactManager SaaS instance with the appropriate permissions to manage the source.
3. Enter the **Password** to authenticate with the Guidewire ContactManager SaaS instance.

### OAuth 2.0

> [!NOTE]
>
> **Screenshot**
>
> [![OAuth 2.0 authentication settings](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/conn_settings_oauth.png>)](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/conn_settings_oauth.png>)

1. Select **OAuth 2.0** as the authentication type.
2. Select a **Grant Type** for OAuth 2.0 authentication as Client Credentials.
3. Enter the **Token URL** for generating the access token. For example, `https://{yourOktaDomain.com}/oauth2/{authorizationServerId}/v1/token`.
4. Enter the **Client ID** and **Client Secret** used for OAuth 2.0 authentication.
5. Enter the **Scope** that the connector should include while requesting an access token for certain operations. Separate multiple scopes with a space.
6. Select **Save**.

## Aggregation Settings

Provide the following settings requirement for aggregation. For more information about aggregation, refer to [Loading Account Data](<https://documentation.sailpoint.com/saas/help/accounts/loading_data.html>).

> [!NOTE]
>
> **Screenshot**
>
> [![Aggregation Settings](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/agg_settings.png>)](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/agg_settings.png>)

1. Enter filter conditions in the **Account Filter** to define the scope of the account aggregation process. For example, `username:eq:sail`.
2. Enter filter conditions in the **Group Filter** to define the scope of the groups to include in entitlement aggregation processes. For example, `name:sw:pc`.
3. Enter filter conditions in the **Role Filter** to define the scope of the roles to include in entitlement aggregation processes. For example, `name:eq:role`.
4. Enter the number of records in the **Page Size** to aggregate in a single page when iterating over large datasets. You can enter from 1 to 100. The default is 100.
5. Select **Save**.

> [!NOTE]
>
> For more details on Guidewire filters, refer to the respective Guidewire ApplicationCenter's [Cloud API Consumer Guide](<https://docs.guidewire.com/apiReferences/kufri>).

## Provisioning Settings

Configure settings related to provisioning operations.

> [!NOTE]
>
> **Screenshot**
>
> [![Provisioning Settings](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/prov_settings.png>)](<https://documentation.sailpoint.com/connectors/guidewire/contact_manager/saas/help/img/prov_settings.png>)

1. Enter the **Work Phone Country Code** to add to users' work phone details. For example, `IN` for India or `US` for USA.
2. 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.