Connecting SailPoint and UiPath SaaS

To connect SailPoint with UiPath, 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.

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) Select Create Manual Work Items to allow the connector to create manual work items for certain operations. You can also enable this option so the source supports additional source management features such as creating accounts and access profile management.

   Important

   Once you enable this feature, you cannot disable it.

   For more information on manual work items in SailPoint, refer to Work Items. For more information on SailPoint features, refer to SailPoint Identity Services.

7. Select Save.

Connection Settings

Configure a secure direct connection to the UiPath.

1. Go to Connection Settings.
2. Enter the fully qualified Base URL (without service paths) to the UiPath. For example: https://cloud.uipath.com/<org-name>/identity_

3. Enter the Partition Global ID.

   For more information, refer to Organization ID (partitionGlobalId).

4. Select an authentication type from the drop-down menu:

   • Personal Access Token (PAT)
   • OAuth 2.0

Personal Access Token (PAT)

Configure Personal Access Token authentication:

1. In the Connection settings, select Personal Access Token from the Authentication Type drop-down.

2. Enter the token into the Personal Access Token field.

   For more information, refer to Personal Access Token (PAT).

3. Select Save.

OAuth 2.0

Configure OAuth 2.0 authentication:

1. In the Connection settings, select OAuth 2.0 from the Authentication Type drop-down.
2. Confirm that Client Credentials is selected under Grant Type.
3. Enter the OAuth 2.0 Token URL for generating an access token. For example: https://cloud.uipath.com/identity_/connect/token.
4. Enter the external application client ID in Client ID field for OAuth 2.0 authentication.

5. Enter the external application client secret in Client Secret field for OAuth 2.0 authentication.

   For more information, refer to Client ID and Client Secret.

6. (Optional) Enter the Scopes as a space-separated list to request in token calls.

7. Select Save.

Aggregation Settings

Robot Accounts Aggregation

Use Robot Accounts aggregation settings to control how the connector collects Robot accounts.

1. Go to Aggregation Settings.

2. (Optional) Enter optional query parameters in the Robot Filter field for the UiPath Get All Robot Accounts API. Supported parameters include searchTerm, sortBy, and sortOrder.

   For example: searchTerm=bot&sortBy=name&sortOrder=asc

3. Enter the number of robot accounts to fetch per API call (maps to UiPath top) in the Page Size field. You can set a value from 1 to 1,000. The default is 500.

4. Select Save.

Groups Aggregation

Group APIs aggregate UiPath groups as entitlements.

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.