# Connecting SailPoint and Oracle EPM Cloud

To connect SailPoint with Oracle EPM Cloud, 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](<https://documentation.sailpoint.com/saas/help/sources/index.html#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](<https://documentation.sailpoint.com/saas/help/va/index.html>).
   - **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](<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>).
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](<https://documentation.sailpoint.com/saas/help/setup/identity_profiles.html>).
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](<https://documentation.sailpoint.com/saas/help/va/index.html>).
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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
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](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html#associating-a-governance-group-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

The following information is required for SailPoint to connect and interact with Oracle EPM Cloud.

> [!NOTE]
>
> **Screenshot**
>
> [![Connection Settings](<https://documentation.sailpoint.com/connectors/oracle/epm/va/help/img/conn_settings1.png>)](<https://documentation.sailpoint.com/connectors/oracle/epm/va/help/img/conn_settings1.png>)
>
> [![Connection Settings](<https://documentation.sailpoint.com/connectors/oracle/epm/va/help/img/conn_settings2.png>)](<https://documentation.sailpoint.com/connectors/oracle/epm/va/help/img/conn_settings2.png>)

1. Select **Connection Settings** from the menu.
2. Enter the EPM service name into the **Oracle Cloud Service Name** field.

   > **Important**
   >
   > The desired service name must match the name of the Oracle Cloud service in Identity Domain Cloud Service (IDCS) platform. The incorrect service name may cause into false aggregation without any error shown during connection.
3. Enter the Identity Cloud Domain (IDCS) URL into the **Identity Cloud Service URL** field. If there is a forward slash '/' present at the end of the URL, you must remove it.
4. Enter the EPM application URL (that is associated with the service entered in the above step) into the **System URL** field. If there is a forward slash '/' present at the end of the URL, you must remove it.
5. Enter the name of the service user into the **User Name** field.
6. Select the Grant Type as **JWT Bearer Token**.
7. Enter the **Client ID** of the third party integration application created in IDCS (as mentioned in [Prerequisites](<https://documentation.sailpoint.com/connectors/oracle/epm/va/help/index.html#prerequisites>)).
8. Enter the **Client Secret** of the third party integration application created in IDCS (as mentioned in [Prerequisites](<https://documentation.sailpoint.com/connectors/oracle/epm/va/help/index.html#prerequisites>)).
9. Enter the alias of the certificate into the **Certificate Alias** field.
10. Enter the **Certificate** (public key) as a single string. To copy the **Certificate** into a single string you must remove each new line (\\n) character before pasting it into the field.
11. Enter the **Private Key** as a single string. To copy the **Private Key** into a single string you must remove each new line (\\n) character before pasting it into the field.
12. Enable **Aggregate All EPM Entitlements** to use Interop REST-based roles/groups aggregation. If disabled, legacy/report-based catalogs are used.
13. 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.
