# Connecting SailPoint and Snowflake SaaS To connect SailPoint with Snowflake, 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**](<#configuring-a-source-using-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**](<#configuring-a-source-using-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](<#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 Provide the information required to connect and interact with the source. You can use the following commands to query the Snowflake system to find the URL, Organization, and Account information: ```text USE ROLE ORGADMIN; SHOW ORGANIZATION ACCOUNTS; ``` > [!NOTE] > > **Screenshot** > > [![alt text]()]() To configure connection settings, complete the following: 1. Enter the **Base URL** to connect to the Snowflake system. For example, `https://-.snowflakecomputing.com`. 2. Select the **Authentication Type** used to connect to the Snowflake system. 3. Enter the **Organization** configured in the Snowflake organization. 4. Enter the Snowflake **Account** configured for the Snowflake organization. 5. Enter the **Username** to log into the Snowflake organization account. 6. Enter the **Private Key** used to authenticate with the Snowflake system. For more information on generating private keys, refer to [Generating Keys](). > **Note** > > When you enter the private key you must enter the whole private key, including the BEGIN PRIVATE KEY and END PRIVATE KEY lines. For example: > > ```text > -----BEGIN ENCRYPTED PRIVATE KEY----- > *HASH VALUE* > -----END ENCRYPTED PRIVATE KEY----- > ``` 7. Enter the **Passphrase** to validate the private key. This was created when you generated the public and private keys. 8. Select **Save**. ### Configure Database Filter Settings You can enter the names of any databases to include or exclude from connector operations. > [!CAUTION] > > Configuring the connector to include some databases and simultaneously exclude others may cause aggregation processes to fail. > [!NOTE] > > If the database name contains any lowercase letters or special characters other than an underscore ( `_` ), enclose the name in double quotes ( `"` ). > > For example, you can enter the following: > > ```text > SNOWFLAKE, SALES_DB, "hr@DB", "admin-db" > ``` 1. Do either of the following: - In the **Include Databases** field, enter a comma-separated list of databases names to include in aggregation and provisioning operations. - In the **Exclude Databases** field, enter a comma-separated list of databases names to exclude from aggregation and provisioning operations. 2. Select **Save**. ## Configuring Machine Identity Governance Enable the connector to aggregate Snowflake Cortex Agents in aggregation processes. Before you start, you must set the required permissions in the source to aggregate Snowflake Cortex Agents. For more information, refer to [Machine Identity Aggregation Permissions](). > [!NOTE] > > Your organization must have SailPoint Agentic Fabric to use this feature. Contact your Customer Success team for more information. For more information, refer to [SailPoint Agentic Fabric](). > [!NOTE] > > **Screenshot** > > [![alt text]()]() 1. Select **Enable Snowflake Cortex Agent**. 2. Select **Save**. ## Aggregation Settings On the Aggregation Settings page, configure the filter settings. Filter settings allow users to filter Snowflake users and roles based on attributes. For more information about aggregation, refer to [Loading Account Data](). > [!NOTE] > > **Screenshot** > > [![alt text]()]() 1. Enter the **Account Filter** conditions. For example, ```text "name" ILIKE '%SailpointUser%' AND "login_name" ILIKE '%SailpointLogin%' ``` > **Note** > > The attribute name should start and end with double quotes (" "), and the value should start and end with single quotes (' '). 2. Enter the **Role Filter** conditions. For example, ```text "name" ILIKE '%SYSADMIN%' AND "owner" = 'XYZ' ``` > **Note** > > - The attribute name should start and end with double quotes (" "), and the value should start and end with single quotes (' '). > - The above examples are SQL queries `where` clause conditions, however, you may add any clause condition of SQL queries. 3. Select the **Validate Filters During Test Connection** option to enable it. The filter works in the background by running multiple SQL statements in a single request. For example, ```text SHOW USERS; SELECT * FROM TABLE(RESULT_SCAN(LAST_QUERY_ID())) WHERE "name" ILIKE '%SailpointUser %' AND "owner" = 'ACCOUNTADMIN'; ``` 4. Select **Save**. ## Activity Insights Settings SailPoint pulls in activity data in the form of events like user logins, password changes, and content updates within the application. You can view an identity’s activity data within an application to discover trends for that user. > [!IMPORTANT] > > Contact your SailPoint Customer Success Manager (CSM) for more information on Activity Insights. For more information on utilizing activity data, refer to [Activity Insights](). Activity Insights Settings allows you to gather account information and activity data from Snowflake. To enable Activity Insights for the Snowflake application, refer to [Prerequisites]() for more information. To configure Activity Insights, complete the following: > [!NOTE] > > **Screenshot** > > [![Activity Insights Settings]()]() 1. Go to **Activity Insights Settings**. 2. Select **Enable Activity Insights** to view access to data insights on source and application activity such as logins and other app-specific events. 3. 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.