# Connecting SailPoint and Workday Students

To connect SailPoint with Workday Students, 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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>). 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](<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** 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](<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. Continue to configure your connected source there.

## Connection Settings

Provide the information required to connect and interact with the source.

> [!NOTE]
>
> **Screenshot**
>
> [![Connection Settings](<https://documentation.sailpoint.com/connectors/workday_students/saas/help/img/connection_settings.png>)](<https://documentation.sailpoint.com/connectors/workday_students/saas/help/img/connection_settings.png>)

To configure your connection settings, complete the following:

1. Go to **Connection Settings**.
2. Enter the **Workday URL** that SailPoint uses to connect to the Workday Students module.
3. Select **OAuth 2.0** as an authentication type.
4. Select the **Grant Type** used for authentication.
5. Enter the Workday API **Client ID** and **Client Secret**.
6. Enter a **Refresh Token** that doesn't expire or has a long expiration period.
7. Enter the **Token URL** to request an access token for a user.
8. Enter the **Workday ID** of **Academic Unit** to aggregate the student records associated with that unit.
9. In the **Connection Timeout in Minutes** field, enter the time span after which an attempted connection terminates.
10. Select **Save**.

## Aggregation Settings

For more information about aggregation, refer to [Loading Account Data](<https://documentation.sailpoint.com/saas/help/accounts/loading_data.html>).

Use the settings available in **Aggregation Settings** to adjust aggregation processes as required for your organization.

> [!NOTE]
>
> **Screenshot**
>
> [![Aggregation Settings](<https://documentation.sailpoint.com/connectors/workday_students/saas/help/img/aggregation_settings.png>)](<https://documentation.sailpoint.com/connectors/workday_students/saas/help/img/aggregation_settings.png>)

1. Select **Manage Prospect Students** checkbox to aggregate Prospects accounts.
2. Select **Manage Applicant Students** checkbox to aggregate Applicants accounts.
3. Select **Manage Pre-Matriculant Students** checkbox to aggregate Pre-Matriculant accounts.
4. Select **Manage Matriculant Students** checkbox to aggregate Matriculated accounts.
5. Enable **Manage Inactive Matriculant Students** checkbox to aggregate Matriculated accounts.
6. In **Inactive Offset** field, enter the offset value in days, which indicates the number of days in the past since students graduated.
7. In the **Page Size** field, enter the number of records to aggregate in a single page when iterating over large datasets. You can set from 1 to 999. The default is 500.
8. 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.