Connecting SailPoint and SuccessFactors

To connect SailPoint and SuccessFactors, perform the following tasks:

Enable SOAP API in SuccessFactors

1. In SuccessFactors, sign in to the Provisioning Access Console. Select your company, and go to Company Settings.

   Note

   Refer to the SuccessFactors product documentation for more information.

2. Under Web Services enable the following items:

   • SFAPI - SFAPI is SuccessFactors' Data API. It is a SOAP Web Service designed to import and export data to and from your SuccessFactors deployment. For more information about SFAPI, refer to SAP Support Portal.
   • Employee Central SOAP API

   • To provide information about global assignments, such as dependents accompanying an employee on a global assignment:

     • Enable Global Assignment Management
     • Enable Dependents Management

Register a Client Application in SuccessFactors

Register SailPoint with the managed system so it can access the SuccessFactors REST APIs. This process involves registering a client application, generating a certificate, and obtaining Client ID attributes. For detailed information about registering a client application in SuccessFactors, refer to Registering Your Client Application in the SAP Help Portal.

1. Register your client application with SuccessFactors by going to Admin Center > Company Settings > Manage OAuth2 Client Applications > Register Client Application.

2. Provide information for the mandatory fields such as Application Name, Description, and Application URL.

   For example, the application name value can be "SailPointApp" and the URL can be https://SailPointApp

3. Select Generate X.509 Certificate and enter the values as required.

4. Select Generate and download a copy of the X.509 certificate on your computer.

5. Open the X.509 certificate file. The X.509 certificate includes:

   • Private key
   • Certificate

6. Copy the characters between -----BEGIN ENCRYPTED PRIVATE KEY----- and -----END ENCRYPTED PRIVATE KEY----- and paste it in the Private Key field. This private key is used as a configuration parameter for test connection operations.

7. Select Register.

To connect SailPoint with SuccessFactors, 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 for the source to connect and interact with the source.

1. Enter the unique Base URL to connect to the SuccessFactors system through an API. For example:

   https://<hostname.successfactors.com>:<port>

   1. The Base URL is usually the API Service endpoint of your company instance and it tends to be similar to https://api<number>.sapsf.com. For reference: List of SAP SuccessFactors API Servers | SAP Help Portal.
   2. This connector will try to add the string "api" at the beginning of the base URL in case the already added base URL doesn't start with "api".

2. Select an Authentication Type from the drop-down menu.

3. Select a Grant Type from the drop-down menu.

4. Enter the Company ID for user provisioning.

   During licensing of the SuccessFactors solution, you are provided a unique company ID. The OData API uses the company ID attribute to validate your access token.

5. Enter the Client ID the authorization client issued you during the registration process. You receive the client ID when you Register a Client Application in SuccessFactors.

   Note

   The Client ID is required for OAuth 2.0 authentication.

6. Enter the SuccessFactors User ID that has the appropriate permissions as described in Required Permissions.

7. Enter the extracted Private Key from the X.509 certificate that was generated when you Register a Client Application in SuccessFactors.

   Note

   Private key information is required for OAuth 2.0 authentication for accessing SuccessFactors OData API.

8. Select Save.

Configuring Additional Features

After establishing the connection, configure the source based on your requirements:

• Configuring Aggregation Settings
• Configuring Picklists
• Configuring Advanced Settings

Additional Settings

Configure optional settings to modify the aggregation page size, API server URL, and API timeout.

1. Enter Page Size to specify the number of records fetched in a single call. You must use a number between 200 and 800 records. The default value is 200 records.
2. Enter the API Server URL if the SuccessFactors API URL is different than the Base URL using the format https://<host>:<port>.
3. Enter the SuccessFactors API Timeout duration in minutes. The default value is 5 minutes.
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.

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.