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Connecting SailPoint and MEDITECH SaaS

To connect SailPoint with MEDITECH, 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 - 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. For more information, contact your SailPoint Customer Service Manager.

    • 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.

  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.
  4. (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.
  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.
  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.

  4. Configure the authentication to allow SailPoint to connect to the source. Refer to 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 to the MEDITECH instance and who can access the information. OAuth2 with Client Credentials is the supported authentication and grant types.

Screenshot

Connection Settings

  1. Enter the fully qualified URL of the MEDITECH instance in the Host URL field.

  2. Enter the scopes to include when creating a token on MEDITECH in the Scopes field. Multiple scopes can be included as space separated values. For example, you can use:

    meditech.users.read&meditech.users.manage&meditech.groups.read&meditech.groups.manage&meditech.schemas.read&meditech.roles.read.manage

  3. Enter the Token URL for token generation. For example:

    https://{yourmeditechDomain}/oauth2/v1/token ---> https://{yourmeditechDomain}/oauth2/token

  4. Enter the values for OAuth2 authentication in the Client ID and Client Secret fields. For more information, refer to MEDITECH documentation.

  5. Select Save.

Aggregation Settings

On the Aggregation Settings page, configure the aggregation parameters such as filter and page size. Use a semicolon delimiter to add multiple filter conditions.

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

Screenshot

Aggregation Settings

  1. Enter Account Filter to filter accounts during aggregation. Only strings are supported as a filter condition. For multiple conditions, use a semicolon delimiter.
  2. Enter the number of records per page in the Page Size field:
    • Default: 100
    • Minimum: 1
    • Maximum: 100
  3. Select Save.

Advanced Settings

In the Aggregation Settings > Advanced Settings section, you can provide settings for Thread Count and Connection Timeout.

Note

SailPoint recommends that you do not change the default settings. Changing the settings could result in performance issues.

Screenshot

Advanced Settings

  1. Select Enable Delta Aggregation to aggregate accounts that have changed since the previous aggregation. A delta aggregation typically takes less time and fewer system resources than a full aggregation.

  2. Select Enable Partitioning to process data in parallel across multiple threads. When partitioning aggregation is enabled, account aggregation is performed with the filters specified in Account Filter. Only accounts that matches the filter will be aggregated.

    The following parameters can be used in the Account Filter field to filter by account attributes. To include multiple conditions in the filter, separate them with an ampersand (&):

    active

    true, false, all

    When set, this filters based on active status.

    For example, active=true&isProv=false returns all accounts with an active status.

    isProv

    true, false

    This filters by the provider status for MisPerson.

    For example, isProv=true returns all accounts that have a provider status.

    provFacilities

    Provide a comma separated list of MisFacility values. This filters accounts by providers at the specified facilities. This parameter requires isProve=true.

    For example, isProve=true&provFacilities=MisFacility1, MisFacility2 returns provider accounts at MisFacility1 and MisFacility2.

    provGroups

    Provide a comma separated list of MisProviderGroup values. When set this filters providers based on the specified groups. This parameter requires isProve=true.

    For example, isProv=true&provGroups=nurse_general,physician_oncology returns providers in the nurse_general and physician_oncology groups.

  3. (Only required when Enable Partitioning is selected) Specify Number of Partitioning Threads, the connector should use to simultaneously execute the partitions.

  4. Specify the time span in Aggregation Timeout in Seconds after which an aggregation operation should terminate. The default value is 900 seconds.
  5. Specify the time span in Connection Timeout in Seconds after which the connection attempt should terminate. The default value is 60 seconds.
  6. Specify the errors in the Retry Error List that should prompt the connector to attempt the aggregation again. Begin typing the error type and press Enter to add these errors to an ongoing list. The list of errors to retry appears below the field.
  7. 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.