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Connecting SailPoint and MEDITECH

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. Select Virtual Appliance. A virtual appliance is a Linux-based virtual machine that connects to your sources and apps using SailPoint APIs, connectors, and integrations. For more information about configuring and deploying virtual appliances, refer to SailPoint Virtual Appliances.

  4. (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.

  5. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the Connection Settings section.

  6. 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. 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.

  5. 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.

  6. (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.
  7. 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.
  8. 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. In the Virtual Appliance Cluster dropdown list, select the virtual appliance to use when communicating with your organization's systems. For more information, refer to SailPoint Virtual Appliances.

  4. (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.

  5. Configure the authentication to allow SailPoint to connect to the source. Refer to Connection Settings for more information.

  6. (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.

  7. (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.

  8. 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. In the Host URL field, enter the fully qualified URL of the MEDITECH instance.

  2. In the Scope field, enter the scopes to include when creating a token on MEDITECH. 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. In the Client ID and Client Secret fields, enter the values for OAuth2 authentication. This information is available in MEDITECH.

  5. Select Save.

Aggregation Settings

On the Additional 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. Type or paste the Account Filter Query String to filter accounts during aggregation. Only strings are supported as a filter condition. For multiple conditions, use a semicolon delimiter.
  2. In the Page Size field, enter the number of records per page:
    • 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 the toggle to enable/disable Delta Aggregation Mode. When delta aggregation is enabled, only accounts that have changed since the last aggregation are loaded. A delta aggregation typically takes less time and fewer system resources than a full aggregation.

  2. Select toggle to enable/disable Partition Aggregation Mode. When partition aggregation is enabled, account aggregation is performed with the filters specified in Account Filter Query String. Only accounts that match the filter are 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. 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. Enter the Partition Count. This specifies the number of items in each partition group.

  4. In Aggregation Timeout (in seconds), specify the time span after which the aggregation operation is stopped.
  5. Specify in seconds the time to wait before the Connection Timeout.
  6. In the Retry Error List, specify the errors to retry during aggregation. Begin typing the error type and click enter to add the type to the 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.

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