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Connecting SailPoint and Jack Henry

To connect SailPoint with Episys, 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. 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.

Authentication Settings

Perform the following steps to configure the required fields and authenticate the source:

Screenshot

Authentication Settings

  1. In the Connection Timeout field, choose an entry (in minutes) for the timeout of the connection. By default, it is one minute.

  2. (Optional) If you are using Symitar version 2024 or later, select Use Symitar Version 2024. This feature enables the connector to support the API URL format supported by version 2024 and later.

    Note

    When you enable this feature, the connector doesn't support Symitar versions prior to version 2024.

  3. In the API URL field, enter the API URL of the SymXchange instance that contains the web services SymXchange version. Ensure that the SymXchange port mentioned in the URL is opened in the firewall.

  4. In the Password field, enter the administrator password required to authenticate the SymXchange instance.
  5. In the Device Type field, enter the device type assigned to the SymXchange instance.
  6. In the Device Number field, enter the device number assigned to the SymXchange instance.
  7. In the File Name field, enter the file name of the powerON script that returns user data. Ensure that the powerON script has been imported on the SymXchange server.
  8. Select Save.

Aggregation Settings

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

Screenshot

Aggregation Settings

Perform the following steps to set up aggregation filters:

  1. To aggregate inactive user records along with active users, toggle Include Inactive Users accordingly.
  2. To aggregate frozen user records along with active users, toggle Include Frozen Users accordingly.
  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.

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.