# Connecting SailPoint and Microsoft SharePoint Server To connect SailPoint with Microsoft SharePoint Server, 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](). 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](). - **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]() or [role]() sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](). 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](). 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. ## 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](<#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 and interact with the source. > [!NOTE] > > **Screenshot** > > [![Connection Settings]()]() To configure the connection settings, complete the following: 1. Enter the **Service Account** user with requisite permissions. The format is Domain\\User. For example, *SPServer\\administrator*. 2. Enter the associated **Password** of the service account. 3. Enter the resolvable host name or the IP address of the **SharePoint Server Host**. 4. Select **Save**. ## Aggregation Settings Provide the settings for your aggregation. For more information about aggregation, refer to [Loading Account Data](). > [!NOTE] > > **Screenshot** > > [![Aggregation Settings]()]() > > [![Aggregation Settings]()]() To configure your aggregation settings, complete the following: 1. (*Optional*) Enter the **Include Site Collections** that you want to manage. For example, `http://sp-server:4032/sites/site_collection1`. This is an optional field and is not applicable if you configure **Exclude Site Collections**. You can only mention the URL of a site collection, sub-site URLs are not applicable. 2. (*Optional*) Enter the **Exclude Site Collections** that you want to manage. This is an optional field and not applicable if you configure **Include Site Collections**. You can only mention the URL of a site collection, sub-site URLs are not applicable. 3. (*Optional*) Select the **Manage Subsites** checkbox to manage provisioning operations of groups that reside inside sub-site of a site collection. 4. (*Optional*) Select the **Skip Aggregation of Domain Groups** checkbox ff you do not want to aggregate the domain groups. 5. (*Optional*) Enter the **Page Size** to specify the number of objects shown on a single page for a Site Collection. The page size value has a range of 0 to 999. 6. Select **Save**. ## IQService Settings IQService is a native Windows service that enables SailPoint to participate in a Windows environment and access information only available through Windows APIs. It is a lightweight service that must be installed on any supported Windows Server that has connectivity to the target systems you want to manage in SailPoint. The IQService is used for Before and After Script and connector rules for the Microsoft SharePoint Server connector. > [!WARNING] > > To enhance security, it is mandatory to configure the TLS for IQService. If you continue using non-TLS configuration, any before and after script execution will be disabled to safeguard your environment. Remove non-TLS configuration for IQService to execute any rules and scripts. > [!NOTE] > > **Screenshot** > > [![IQService Settings]()]() ### Download IQService To download the IQService installation complete the following: 1. Select the **Download IQService** button. > **Note** IQService has the built-in capability to auto update (this is the default). To enable the auto update capability, UpdateService must be configured alongside the IQService installation. Refer to [Configuring IQService Auto Update](). Download, install, and configure IQService by following the steps mentioned in the [Identity Security Cloud IQService Administrator's Guide]() for [Installing and Registering IQService](). > **Note** You are only entitled to download components for which you have an active license with SailPoint and the availability of a component for download does not grant you a license to use a component or entitle you to use a component for which you do not have an active license. Contact your Account Representative or CSM for more information. > [!NOTE] > > **Screenshot** > > [![IQService Settings]()]() Configure the IQService details: 1. In the **IQService Host** field, enter the host name or IP address of the system where IQService is installed. 2. Enter the **IQService Port** number used to connect. If you enable TLS, configure the corresponding IQService TLS port. The default is 5050. 3. (*Optional*) Enter the **IQService User** for client authentication. 4. (*Optional*) Enter the **IQService Password** for the IQService user. 5. (*Optional*) Select the **Enable Transport Layer Security (TLS)** checkbox if the connection is over TLS. For more information, refer to [Configuring TLS and Client Authentication for IQService](). 6. 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.