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Connecting SailPoint and Proof

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. 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.

  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.
  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. 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.

  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. For more information on SailPoint features, refer to SailPoint Identity Services.

  6. Select Save.

Connection Settings

Configure a secured, direct connection to the source.

  1. Enter the Proof host URL as Base URL. For example, https://api.proof.com/scim/v1.
  2. Enter API Token.
  3. Enter Organization ID.
  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 in the SailPoint SaaS documentation.