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Connecting SailPoint and PingOne

To connect SailPoint with PingOne, perform the following tasks:

To connect SailPoint with PingOne, 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. (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.

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

  5. 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. (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.
  5. 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.
  6. 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. (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.

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

  5. (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.

  6. (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.

  7. Select Save.

Connection Settings

The following information is required for SailPoint to connect and interact with PingOne.

Screenshot

Connection Settings

  1. Enter the API URL and Token URL. The URLs are region based. Expand the table below for information:

    Table
    Region API URL Token URL
    North America https://api.pingone.com https://auth.pingone.com
    European Union https://api.pingone.eu https://auth.pingone.eu
    Canada https://api.pingone.ca https://auth.pingone.ca
    Asia-Pacific https://api.pingone.asia https://auth.pingone.asia

  2. Open the PingOne application and select Configuration. The General section will contain the needed Environment ID, Client ID, and Client Secret. Enter the information from there into it's respective field here.

  3. Select Save.

Aggregation Settings

Screenshot

Aggregation Settings

Screenshot

Aggregation Settings

  1. Enter the filter statements for Account Filter, Group Filter, and Population Filter. For example,

    (type eq "Employee" or type eq "Consultant")

    For more information, refer to Configuring Filters.

  2. In the Page Size field, enter the maximum size of each data set when querying a large number of accounts, groups, and populations. The default value is100, and the maximum value is 200. For more information about filters and page size, refer to PingOne for Developers.

  3. Select Save.

Configuring Filters

Use Filter format as shown below:

("Enter Attribute Name" eq/sw/co/ew "Enter String to search")

Note

Filters are only supported for accounts, groups, and population endpoints.

Account Filter

Operator Description Supported Attributes
eq Equals accountId, address.streetAddress, address.locality, address.region, address.postalCode, address.countryCode, email, enabled, externalId, locale, mobilePhone, name.formatted, name.given, name.middle, name.family, name.honorificPrefix, name.honorificSuffix, nickname, population.id, preferredLanguage, primaryPhone, timezone, title, type, username
sw Starts with accountId, address.streetAddress, address.locality, address.region, address.postalCode, address.countryCode, email, enabled, externalId, locale, mobilePhone, name.formatted, name.given, name.middle, name.family, name.honorificPrefix, name.honorificSuffix, nickname, photo.href, preferredLanguage, primaryPhone, timezone, title, type, username
ew Ends with name.given, name.family, email (only for the domain specified in the address, starting with and including the symbol "@", such as "@example.com").
co Contains name.given, name.family

Examples:

(username eq "example")

(email sw "e")

Group Filter

Operator Description Supported Attributes
eq Equals id, name, population.id
sw Starts with name

Examples:

(name eq "sample group")

(name sw "s")

Population Filter

Operator Description Supported Attributes
eq Equals id, name, population.id
sw Starts with name

Examples:

(name eq "sample population")

(name sw "p")

Feature Management

Screenshot

Feature Management

  1. Select Manage PingOne Roles if the source is intended to manage PingOne Roles.

    Caution

    Managing the PingOne roles and fetching the roles attribute associated with accounts will increase the execution time for the aggregation operation.

  2. 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

Feedback is provided as an informational resource only and does not form part of SailPoint’s official product documentation. SailPoint does not warrant or make any guarantees about the feedback (including without limitation as to its accuracy, relevance, or reliability). All feedback is subject to the terms set forth at https://developer.sailpoint.com/discuss/tos.