Connecting SailPoint and Ivanti Cherwell

To connect SailPoint with Ivanti Cherwell, 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.

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. 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.
   • 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 or role sub-admin level oversight of the source and its access. For more information, refer to Creating and Managing Governance Groups.
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.
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.

Connection Settings

Provide the information required for the connector to connect and interact with the source.

1. Enter the Base URL of the Ivanti Cherwell instance that you are integrating with. For example, https://CSMSiteName.cherwell.com
2. The Authentication Type is default selected as OAuth2.

3. Select your Grant Type:

   Password

   Select the Grant Type as Password.

   Screenshot

   

   1. Enter the Token URL for URL for generating access token. For example, https://CSMSiteName.cherwell.com/CherwellAPI/token.
   2. Enter Client ID for OAuth2 authentication.
   3. Enter Client Secret for OAuth2 authentication.
   4. Enter the Username with Service Account username.
   5. Enter Password with Service Account user password.
   Refresh Token

   Select the Grant Type as Refresh Token.

   Screenshot

   

   1. Enter the Token URL for URL for generating access token. For example, https://CSMSiteName.cherwell.com/CherwellAPI/token.
   2. Enter the Client ID for OAuth2 authentication.
   3. Enter a valid Refresh Token.

4. Select Save.

Aggregation Settings

For more information about aggregation, refer to Loading Account Data.

Filter Settings

Configure the following filter parameters on the aggregation settings page.

1. Select the Account Login ID Type to set the scope of login ids included in account aggregation processes. For example, Internal
2. Select the Managed Account Type to manage the type of account. For example, Users

Customer Account Disable Status

1. Enter the Ivanti Cherwell customer account statuses which indicates a Disable status to the connector.

   Note

   Whenever you define Ivanti Cherwell Customer status in the application, only those defined statuses will be set as disabled and remaining as Enabled. For more information, refer to Disable Status Mapping.

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 in the SailPoint SaaS documentation.

Documentation Feedback

Feedback is provided as an informational resource only and does not form part of SailPoint’s official product documentation. SailPoint does not warrant or make any guarantees about the feedback (including without limitation as to its accuracy, relevance, or reliability). All feedback is subject to the terms set forth at https://developer.sailpoint.com/discuss/tos.