Connecting SailPoint and Workiva

To connect SailPoint with Workiva, 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 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.

Connection Settings

To configure connection settings, complete the following:

1. Enter the Host URL for the source.
2. Select the Authentication Type used by the Workiva system, then enter the supporting authentication credentials.
   • Basic Authentication
   • API Token
3. Enter the Username to log into the Workiva user account.
4. Enter the Password to log into the Workiva user account.
5. Enter the Connection Timeout as the duration of inactivity the connector allows before terminating its connection to the source. The default is 1 minute.
6. Select Save.

Aggregation Settings

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

For more information about aggregation, refer to Loading Account Data.

1. 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 1000. The default is 50 records.

2. In the Account Filter field, enter account filter conditions to define the scope of the account aggregation process.

   For example: active eq "true"

3. In the Group Filter field, enter group filter conditions to define the scope of the group aggregation process.

   For example: displayName eq "developers"

4. Select Save.

Provisioning Settings

Configure settings for provisioning operations between the connector and the source.

1. Select Add User to Workspace checkbox to allow the Workiva connector to automatically add the user to the associated workspace before proceeding.
2. In the Operation Delay in Seconds field, enter the time duration that all provisioning operations are held during the user creation process. The default is 5 seconds.
3. Select Save.

JSON Path Mapping

The Workiva connector will aggregate the attributes associated with the primary work relationship and corresponding assignments based on the dates. In order to change this behavior, specify the attribute value as specified below in JSON Path Mapping. This will enable the customer to fetch the work relationship and Job Information as per their requirement.

1. Select Add Another to add a new entry.
2. In the Schema Attribute field, enter the attribute name. Then, in the JSON Path field, enter the JSON path associated with the attribute.
3. Select Save after you have added all the attributes.

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.