# 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**](<#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 to the MEDITECH instance and who can access the information. OAuth2 with Client Credentials is the supported authentication and grant types.

> [!NOTE]
>
> **Screenshot**
>
> [![Connection Settings](<https://documentation.sailpoint.com/connectors/meditech/saas/help/img/connection_settings.png>)](<https://documentation.sailpoint.com/connectors/meditech/saas/help/img/connection_settings.png>)

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:

   ```text
   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:

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

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

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.

> [!NOTE]
>
> **Screenshot**
>
> [![Advanced Settings](<https://documentation.sailpoint.com/connectors/meditech/saas/help/img/advanced_settings.png>)](<https://documentation.sailpoint.com/connectors/meditech/saas/help/img/advanced_settings.png>)

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