Adding the Source in SailPoint

There are several options for loading accounts, entitlements, and other identity data from a source system into SailPoint. The fastest method is to create a direct connector source to load data directly from your on-premise and cloud directories and management systems. Once the connection is made, you can configure it to meet your company's needs.

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. Enter the following information:

   • Source Name – Enter a name for the new source.

   • Description – Enter a description for the new source to help distinguish it from similar sources.

   • Source Owner – Begin typing the name of an owner. Matches appear after you type two or more letters.

   • 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.

   • Governance Group (Optional) – Select an optional governance group from the dropdown list.

   • Select Authoritative Source if the source will be used as the account source for an identity profile. For more information, refer to Creating Identity Profiles.

6. Select Continue to create the new source with your selections.