Connecting SailPoint and Oracle HRMS

To connect SailPoint with Oracle HRMS, 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.

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 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.

For the Oracle HRMS source, you can now get the FIRST_NAME, LAST_NAME, and MIDDLE_NAME attributes of a user for account aggregation.

1. Enter the User Name and Password of the Oracle HRMS administrator.

2. Enter the Database URL for your Oracle HRMS installation and the fully qualified name of the Oracle HRMS server. The default value is jdbc:oracle:thin:@<HOST>:<PORT>:<SID> where:

   • <HOST> is the host name or IP address of the Oracle database server that is used for Oracle E-Business.
   • <PORT> is the port number of the Oracle server that is used for Oracle E-Business.
   • <SID> is the System ID of the database (used for the Oracle E-Business), that you are connecting to.

3. Enter the appropriate Driver Class. For example, oracle.jdbc.driver.OracleDriver.

4. (Optional) Enter Additional Connection Parameters as part of the connection in this field by passing the key value for their respective properties as provided by the Oracle client .jar for settings.
5. Select Save.

Additional Settings

Use the additional settings to configure aggregation and auditing settings.

1. (Optional) For Oracle HRMS E-Business Audit User, enter a valid EBS user name from the FND_USER table that creates employee records in the HRMS application. When auditing the system, the provisioning transactions to the Oracle HRMS system are identified with this user name.

2. (Optional) Aggregate People Without a Supervisor/Manager.

   • If selected, it will include accounts that don't have a supervisor ID associated with them.
   • If deselected, supervisor association is mandatory for the account to be aggregated.

3. (Optional) Aggregate People with Any Person Type.

   • If selected, this will aggregate persons whose user person type is not the default for the current system person type, along with persons whose user person type is default to the system person type.

   • If deselected, this will aggregate only persons whose user person type is default to the system person type.

     Note

     This is applicable only for type Employee and Contingent workers.

4. (Optional) Aggregate Inactive Users.

   • If selected, it will populate the HRMS inactive Record Effective From text field to enter the inactive offset date. It will include inactive accounts in aggregation from the inactive offset date to present day.
   • If deselected, it will only include active accounts in aggregation.

5. 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.

Documentation Feedback

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