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Setting Up IdentityNow

After you've worked with SailPoint to purchase Identity Services and deploy your site, there are several steps you'll need to take to initially set up and configure IdentityNow to suit the needs of your organization.

  1. Create virtual appliance clusters and at least two virtual appliances in each cluster. For instructions, refer to the Virtual Appliance Reference Guide​.

  2. Update your list of Emergency Access Administrators to include the IdentityNow users you want to be able to access the system to troubleshoot and repair any connectivity issues encountered.

  3. Create one or more sources to serve as a source for user accounts and identity data.

  4. Create identity profiles to determine security settings and how access is granted to identities.

  5. Assign source accounts to identities by configuring account correlation.

  6. Load initial account data into IdentityNow from one or more configured authoritative sources.

You can also configure security settings for your org by doing the following:

  1. Set up knowledge based authentication to help ensure that the person logging in to an account is really who they say they are.

  2. Restrict access to IdentityNow based on network or country to prevent users attempting to log in from off-network IP addresses or blocked countries from accessing IdentityNow.

  3. Review and optionally edit the default length of IdentityNow sessions and idle session expiration settings to reflect the needs of your organization.

  4. Review and optionally edit the default settings for locking out IdentityNow users when they fail to enter the correct password a specific number of times when trying to sign in or reset a password.

After this initial setup is complete, you'll be ready to start diving into the more detailed aspects of configuring IdentityNow to manage identities and govern their access.