# Connecting SailPoint and Zoom SaaS To connect SailPoint with Zoom, 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. To configure connection settings, complete the following: > [!NOTE] > > **Screenshot** > > [![Connection Settings]()]() 1. Enter the **URL** path used to connect to the Zoom system. For example, `https://api.zoom.us/v2/` 2. The **Authentication Type** is selected as OAuth 2.0 by default when access token is used for connection. Access tokens are generated based on the selected grant type and a generated token can be used. 3. Select a **Grant Type** from the drop-down list. ### Grant Type: Account Credentials This grant type is used when applications request an access token to access their own resources. This allows the user to supply credentials directly. Enter the following details to configure authentication for account credentials: > [!NOTE] > > For more information on the operations and their required scopes, refer to [Required Permissions](). > [!NOTE] > > **Screenshot** > > [![Grant Type: Account Credentials]()]() 1. Enter the **Token URL** for generating the access token. For example, `https://zoom.us/oauth/token` 2. Enter the **Client ID** and **Client Secret** for OAuth 2.0 authentication. 3. Enter the **Account ID** for OAuth 2.0 authentication. For more information on creating a server to server OAuth 2.0 profile on your Zoom instance, refer to [how to create a Server-to-Server OAuth app](). 4. Select **Save**. > [!IMPORTANT] > > It is recommended to run the **Test Connection** only once during the initial setup. If you try a second time for the test connection, the source will try to generate another token and Zoom will invalidate the saved token. ### Grant Type: Refresh Token This grant type is used in order to exchange a refresh token for a new access token when the existing access token has expired. This allows to get a new session when the current session expires, without having to re-authenticate as frequently. Enter the following details to configure refresh token authentication: > [!NOTE] > > For more information on the operations and their required scopes, refer to [Required Permissions](). > [!NOTE] > > **Screenshot** > > [![Grant Type: Refresh Token]()]() 1. Enter the **Token URL** for generating the access token. For example, `https://zoom.us/oauth/token` 2. Enter the **Client ID** for OAuth 2.0 authentication. 3. Enter the **Client Secret** for OAuth 2.0 authentication. 4. Enter the **Refresh Token** for OAuth 2.0 authentication. For more information on creating an OAuth 2.0 profile on your Zoom instance, refer to [OAuth with Zoom](). 5. Select **Save**. > [!IMPORTANT] > > You must enter the latest refresh token for application operations since Zoom supports rotating refresh tokens. Update and save the refresh token once it is used for test connection with a new refresh token. > > It is recommended to run the **Test Connection** only once during the initial setup. If you try a second time for the test connection, the source will try to generate another token and Zoom will invalidate the saved token. When creating a refresh token ensure all scopes levels are present for operations like create, remove, group, and user. ## 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 Zoom. To enable Activity Insights for the Zoom 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**. ## Aggregation Settings Provide the settings for your aggregation. By default, the connector aggregates users with an active status. For more information about aggregation, refer to [Loading Account Data](). > [!NOTE] > > **Screenshot** > > [![Aggregation Settings]()]() To configure your aggregation, complete the following: 1. In **Page Size** enter the number of records to be fetched at one time. The default is 300. 2. Select the **Include Inactive Users** checkbox to aggregate users that have deactivated accounts. 3. Select the **Include Pending Users** checkbox to aggregate users that have not confirmed their accounts. 4. Select **Save**. ## Advanced Settings Use the advanced settings to configure token expiry time, license type, and default user creation action. ### Timeout Settings > [!NOTE] > > **Screenshot** > > [![Timeout Settings]()]() ### User License Settings > [!NOTE] > > **Screenshot** > > [![User License Settings]()]() ### Default Action Settings > [!NOTE] > > **Screenshot** > > [![Default Action Settings]()]() To configure advanced settings, complete the following as needed: 1. Enter the **Token Expiry Timeout in Minutes**. The JWT token expires after the specified time. 2. Select the **User License Type** from the following options: - Basic - Licensed - On-Prem For any other user type, the correct value is the corresponding integer assigned by the Zoom API. Refer to the [Zoom documentation](). 3. Select the **Default Action** for user privileges on creation from the following options: - Create - Auto Create - Cust Create - SSO Create 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.