# 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](<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.

## Authentication Settings

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

> [!NOTE]
>
> **Screenshot**
>
> [![Authentication Settings](<https://documentation.sailpoint.com/connectors/jack_henry/va/help/img/jh_conn1_new.png>)](<https://documentation.sailpoint.com/connectors/jack_henry/va/help/img/jh_conn1_new.png>)

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](<https://documentation.sailpoint.com/saas/help/accounts/loading_data.html>).

> [!NOTE]
>
> **Screenshot**
>
> [![Aggregation Settings](<https://documentation.sailpoint.com/connectors/jack_henry/va/help/img/jh_conn2.png>)](<https://documentation.sailpoint.com/connectors/jack_henry/va/help/img/jh_conn2.png>)

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](<https://documentation.sailpoint.com/saas/help/ai/app_onboarding/index.html>) in the SailPoint SaaS documentation.