# SailPoint iDeals Connector Documentation

> iDeals Connector Documentation

# Documentation

# Connecting SailPoint and iDeals

To connect SailPoint to the source, perform the following tasks:

## Adding and Configuring 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.

1. Go to **Admin \> Connections \> Sources**.
2. Select **Create New**.
3. Search for a source type and select **Actions**.
4. In the **Actions** dropdown, 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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>). 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.

### Express Setup

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**
   >
   > Source name must be unique.
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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
4. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the **Connection Settings** page.
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.

### Standard Setup

Configure more detailed settings relative to Express Setup.

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](<https://documentation.sailpoint.com/saas/help/sources/index.html#assigning-a-source-owner>).
4. (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>).
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](<https://documentation.sailpoint.com/saas/help/setup/identity_profiles.html>).
6. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Here, continue to configure your connected source.

## 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 descriptive **Source Name** for the connection.
2. Enter the **Source Description** that provides details necessary to distinguish it from similar connection sources.
3. In **Source Owner**, begin typing the name of the source owner.
4. (Optional) Select the appropriate **Governance Group for Source Management** from the dropdown list. 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>).
5. Select **Create Manual Work Items** to enable the source to support additional source management features such as creating accounts and access profile management.

   > **Important**
   >
   > Once you enable this feature, it can't be disabled.

   For more information on manual work items, refer to [Work Items](<https://developer.sailpoint.com/docs/api/work-items>). For more information on SailPoint features, refer to [SailPoint Identity Services](<https://documentation.sailpoint.com/saas/help/index.html>).
6. Select **Save**.

## Connection Settings

Configure a secured, direct connection to the source.

1. Enter the iDeals host URL as **Base URL**. For example, `https://gateway.idealsvdr.com`.
2. Enter the **Project ID** as the **UUID** of the iDeals project to aggregate.
3. Enter the **API Token**.
4. 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.

# Integrating SailPoint with iDeals

iDeals is an enterprise virtual data room (VDR) platform used for secure document sharing, due-diligence workflows, and project collaboration during sensitive transactions such as M&amp;A, fundraising, and regulated audits. This document provides instructions to configure a new direct connection to an iDeals source. For a reference to the terminology specific to SailPoint products, refer to [Source and Connector Definitions](<https://documentation.sailpoint.com/saas/help/sources/index.html#source-and-connector-definitions>).

> [!NOTE]
>
> To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes](<https://community.sailpoint.com/release-notes/saas>) page.

## Supported Features

The iDeals connector supports the following:

### Account Management

- Aggregate Users

### Entitlement Management

- Aggregate Groups

> [!IMPORTANT]
>
> Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:
>
> - **Organization Admins**: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
> - **Regular Users**: Limited to 1 manual account or entitlement aggregation per day per source.
>
> These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

## Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

- A corporate iDeals account with the API integration add-on activated.
- Per the iDeals API integrations product page, the API gateway is available to enterprise clients with the activated add-on - only corporate account owners and managers (or users with delegated permission) can create and manage API keys.
- A configured iDeals project whose participants are to be aggregated. The project’s UUID is required at source configuration time.
- An iDeals API key with read access to the target project’s participants and groups endpoints.
- API keys are user-specific, can be assigned a custom expiration, and can be revoked at any time by a corporate account admin.
- For more information about iDeals API, refer to the following resources:

  - [iDeals API Documentation](<https://gateway.idealsvdr.com/api-docs#description/authentication-and-security>)
  - [iDeals API Integrations](<https://www.idealsvdr.com/api-integrations/>)

## Required Permissions

- API keys are created by corporate account owners or managers from the iDeals administration console. Per iDeals, “API keys are managed per user with expiration options and full auditability” and “corporate account admins can delete keys at any time.”
- A user without corporate-admin or delegated-manager permission cannot generate a usable key.
- For more information about API integrations and endpoints, refer to the following resources:

  - [iDeals API Integrations](<https://www.idealsvdr.com/api-integrations/>)
  - [iDeals API Documentation](<https://gateway.idealsvdr.com/api-docs>)

> [!NOTE]
>
> The linked document is not maintained by SailPoint and is subject to change without notice.

# Schema Reference

The application schema is used to configure the objects returned from a connector.

> [!NOTE]
>
> - The **Account Schema** tab is used to define the attributes for each object type in the application being configured. The schema attributes can be defined as **Entitlement** or **Multi-Valued**. Refer to [Managing Source Account Schemas](<https://documentation.sailpoint.com/saas/help/accounts/schema.html>) for more information.
> - The schema attributes that are not present by [default](<#default-account-schema>) must be defined as strings if not specified.

The iDeals connector uses the following default correlation and object configurations.

## Default Account Schema

Each source supports a variety of details, or attributes, about each user who has an account, such as their name, email address, manager name, and location.

The set of account attributes each source stores and how they're organized is known as the account's *schema*. To best represent your data, you can configure sources to use an account schema matching the one you use in the external connector. Refer to [Managing Source Account Schemas](<https://documentation.sailpoint.com/saas/help/accounts/schema.html>) for more information.

### Default Account ID

SailPoint requires that certain attributes remain in your configuration. These attributes are referred to as *account IDs*.

> [!CAUTION]
>
> Changing the attribute marked as the account ID after aggregating accounts can result in duplicate accounts being created. To avoid this, either reset the accounts on this source before editing the account ID attribute or edit the account ID attribute before aggregating accounts.
>
> To resolve issues caused by changing account IDs, reconfigure them to their default values.

The following table lists the default account IDs for this connector:

| Account ID | Schema Object Type |
| --- | --- |
| userId | Account |

### Default Account Attributes

The iDeals connector supports the following default account schema attributes and customer configurable attributes. The attributes must be defined as strings if not specified.

| Attribute Name | Description |
| --- | --- |
| userId | The unique identifier of the user within the project |
| email | The email address of the user |
| firstName | The first name of the user |
| lastName | The last name of the user |
| company | The company associated with the user |
| jobTitle | The job title of the user |
| phoneNumber | The phone number of the user |
| lastSignIn | The timestamp of the user's last sign-in, in ISO 8601 format |
| isEnabled | Indicates whether the user account is enabled within the project |
| language | The language preference of the user |
| documentNotifications | The document notification frequency configured for the user (observed values include Hourly, DailyMorning) |
| securitySettings.projectAccess | The project access mode configured for the user (observed values include Unlimited, SpecificDates, Disabled) |
| securitySettings.accessFrom | The start timestamp from which the user is granted access, in ISO 8601 format |
| securitySettings.accessTo | The end timestamp through which the user is granted access, in ISO 8601 format |
| securitySettings.isTwoFactorMandatory | Indicates whether two-factor authentication is mandatory for the user |
| securitySettings.accessFromIPs | The list of IP addresses from which the user is permitted to access the project |
| invitedBy.email | The email address of the user who invited this user to the project |
| invitedBy.firstName | The first name of the user who invited this user to the project |
| invitedBy.lastName | The last name of the user who invited this user to the project |
| groupId | The identifier of the project group assigned to the user |

## Default Entitlement Attributes

Entitlement attributes define the entitlements, such as groups or roles, that can be assigned to the managed system's user accounts. Refer to [Managing Entitlements](<https://documentation.sailpoint.com/saas/help/access/entitlements.html>) for more information.

> [!CAUTION]
>
> Changing the attribute marked as the Entitlement ID after aggregating accounts or entitlements can result in duplicate entitlements being created, or access profiles and roles breaking. To avoid this, edit the entitlement schema before performing any aggregations.

### Default Group Attributes

The iDeals connector also supports groups. The following attributes must be configured on the managed system and in the SailPoint source schema to manage groups.

| Attribute Name | Description |
| --- | --- |
| id | The unique identifier (UUID) of the project group |
| name | The display name of the project group |
| role | The role assigned to the group within the project (observed values include Administrators, Users, Custom) |
| accessLevelToReports | The access level the group has to reports in the project |
| accessLevelToUsers | The access level the group has to users in the project |
| accessLevelToPermissions | The access level the group has to permissions in the project |
| isEnabled | Indicates whether the group is enabled in the project |
| isAiSearchEnabled | Indicates whether AI search is enabled for the group in the project |
| isAccessToIRLEnabled | Indicates whether access to IRL (Information Rights Limitations) is enabled for the group |