SailPoint Tutorial - The Definitive Guide

SailPoint IdentityIQ is a reliable identity governance platform with an easy-to-use user interface, numerous configuration options, and extensive APIs. It is the perfect solution as it is an excellent solution for managing identities and access in large and complex organizations., allowing for greater control, visibility, and security over users and their access rights. As the demand for identity governance continues to increase, SailPoint is set to become a vital part of helping organizations maintain a secure and effective identity governance program.

SailPoint is a leading provider of identity and access management (IAM) solutions that help organizations control user identities and access to applications and data. Its IdentityIQ platform offers a comprehensive set of identity governance capabilities to assist organizations in managing identity-related risks and ensuring regulatory compliance.

Identity governance is a vital component of any organization's information security strategy. It includes the policies, processes, and technologies used to manage and secure digital identities and access to systems and data. Managing identities and access has become increasingly complex and challenging in the age of cloud computing, mobile devices, and the Internet of Things (IoT).

SailPoint's IdentityIQ platform provides organizations with a centralized solution to manage identities and access across multiple systems, platforms, and applications. It helps reduce the risk of data breaches, ensure compliance with industry regulations, and optimize operational efficiency.

Table of Content: Sailpoint Tutorial

What is Sailpoint

SailPoint, a renowned software company specializing in identity governance solutions – is responsible for managing and securing digital identities within a company. They ensure privacy for user access to applications, data, and systems. Their software assists organization automates and streamlining the management process by securing identity, complaining with regulations, and reducing risk breaches. Sailpoint solutions include identity management, access management, and governance capabilities, which enable organizations to manage and control access to their digital resources efficiently.

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Requirements for Setting up SailPoint

Before setting up SailPoint, a few things need to be met. These include:

For optimal performance, we should tailor SailPoint hardware requirements to the size of the organization and the number of users to be managed. As a starting point, 8 GB of RAM and 4 CPU cores should be provided.

a. Software Requirements

SailPoint IdentityIQ runs on Windows, Linux, and Solaris and requires a supported version of Java and a supported database, such as Oracle, Microsoft SQL Server, or PostgreSQL.

To use SailPoint IdentityIQ, you must first obtain a valid license. This license is available through SailPoint or one of its authorized partners.

b. Installing and Configuring SailPoint IdentityIQ

Once the basic requirements have been achieved, proceed with the configuration and installation of SailPoint IdentityIQ as follows:

Get the installation package from the SailPoint website.

Extract the configuration package's contents to a server directory.

1. Set up the database: Generate a database user with the necessary permissions and a database schema for SailPoint IdentityIQ.

2.Java: Install a supported version of Java on the device.

3. Run the IdentityIQ installer: Launch the installer and follow the on-screen instructions to install the software.

4. Configure the application server: Configure SailPoint IdentityIQ to run on the server.

5. Set up the database: Run the initialization script to populate the database with the necessary tables and data.

6. Create users and groups: To manage identities and access, create user accounts and groups.

7. Connector configuration: Connectors are used to connect to external systems and applications. Configure the connectors required for your environment.

8. Create access policies: The rules for granting and revoking access to systems and applications are defined by access policies.

Related Article: Sailpoint Interview Questions

Critical features of Sailpoint IdentityIQ

SailPoint IdentityIQ's key features also include the following:

Administrators can use SailPoint IdentityIQ's intuitive user interface to manage identities and access easily. The interface includes informative dashboards and reports that provide valuable insights into the organization's identity and access management.

1. Configuration and Setup: SailPoint IdentityIQ includes a powerful configuration and setup tool that enables administrators to easily configure the software to meet the organization's specific needs. This tool provides a wealth of options and settings tailored to the organization's particular needs, making it easy to configure the software accordingly.

2. Creating and Managing Identities in SailPoint

SailPoint IdentityIQ provides various tools for creating and managing organizational identities. These include user provisioning, de-provisioning, lifecycle management, access request management, and access certification.

3. Access Request and Approval: IdentityIQ offers an access request and approval workflow, allowing users to request access to systems and applications and administrators to review and approve these requests. This workflow is highly customizable, with multi-level approvals, time-based approvals, and authority delegation options.

4. Access Governance: SailPoint IdentityIQ offers a comprehensive access governance framework that includes access certifications, risk-based access review, and continuous access monitoring. The framework enables organizations to ensure that users have appropriate access to systems and applications and identify and mitigate access-related risks.

5. Compliance Management: Compliance management features in SailPoint IdentityIQ include regulatory compliance reporting, policy management, and audit trail reporting. These features assist organizations in adhering to industry regulations and security policies.

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Understanding the Identity Model in SailPoint

The identity model is a critical concept in SailPoint IdentityIQ because it defines how user and group identities are represented and managed within the system. Understanding the model is necessary for configuring IdentityIQ correctly. 

Can achieve effective identity governance with a proper identity model. The identity model in SailPoint IdentityIQ is based on a hierarchy of objects that includes Applications, Roles, Entitlements, Accounts, and Identities. Each of these objects serves a specific purpose within the identity model. Combined, they provide a complete picture of the access and entitlements associated with a specific user or group.

1. Applications: An Application is a software or service that requires authentication and authorization to be used and could include a local application, a cloud-based service, or any other system that requires users to log in with a username and password.

2. Roles: A Role is a group of privileges associated with a particular job function or responsibility. Roles are typically defined based on business requirements and are used to simplify access management by grouping entitlements commonly required by a specific set of users.

3. Entitlements: An Entitlement is a specific permission or advantage associated with a program or system. Access to a specific folder, database table, or transaction is an example of entitlement.

4. Accounts: An Account is the actual user account used to access a program or system. It contains information such as the username, password, and other account attributes. Each account is unique and is used to identify the user.

5. Identities: An Identity symbolizes a user or group that requires access to one or more systems or applications. Each identity is associated with one or more accounts, roles, and entitlements, which define the user's access and entitlements.

SailPoint IdentityIQ's identity model is intended to provide a complete overview of the access and entitlements associated with each user or group within the organization. This model provides the tools to manage access and entitlements effectively, meet regulatory requirements, and strengthen overall security.

How SailPoint is Changing the Market

SailPoint's IdentityIQ platform is reshaping the market with a sensible solution for identity governance, allowing organizations to manage the entire identity lifecycle, from onboarding to de-provisioning. The platform includes various features that assist organizations in managing the entire identity lifecycle, from onboarding new users to de-provisioning departing ones.

Some of the Critical Ways that SailPoint is Changing the Market include the following

1. Providing a single platform for identity governance: sailpoint's IdentityIQ platform provides a streamlined approach for managing identities and access across multiple systems, platforms, and applications. It reduces and helps the complexity of managing identities and access for organizations while also improving operational efficiency.

2. Addressing compliance and regulatory requirements: The SailPoint platform provides organizations with features to help them comply with industry regulations such as GDPR, HIPAA, and SOX. These features help reduce the risk of data breaches and minimize the potential for costly fines.

3. Providing advanced analytics and reporting: The SailPoint platform provides powerful analytics and reporting tools, allowing organizations to gain valuable insights into identity-related risks and compliance issues. The platform provides the data required to make informed security and compliance decisions, enabling organizations to stay ahead of potential threats and remain compliant.

4. Offering flexible deployment options: sailpoint's platform can be applied on-premises, in the cloud, or in a hybrid environment. This flexibility helps companies to select the deployment option that best meets their specific needs and requirements.

SailPoint's IdentityIQ platform is reshaping the market by offering a comprehensive identity governance solution that addresses the complex challenges of managing identities and access in modern enterprise environments. 

5. Understanding SailPoint IdentityIQ

SailPoint IdentityIQ is a complete identity governance solution that provides a complete set of features and capabilities for managing identities and access in enterprise environments. The following are the critical features of SailPoint IdentityIQ:

6. Role-based access control: IdentityIQ by SailPoint allows organizations to set up roles and permissions for system and application access using a Role-Based Access Control (RBAC) model.

SailPoint IdentityIQ helps organizations protect their data and reduce risk by providing secure password management features, such as password synchronization and reset. It enhances password security and helps ensure that only authorized users can access sensitive data. Access certifications enable organizations to review and verify user access rights to ensure compliance with industry regulations and security policies.

7. Risk scoring: IdentityIQ from SailPoint offers a risk scoring engine, allowing organizations to evaluate and identify users and access rights with high-risk levels.

8. Compliance reporting: SailPoint IdentityIQ includes a variety of compliance reports that can be used to demonstrate compliance with industry regulations and security policies.

As a whole, SailPoint IdentityIQ is a robust identity governance solution that can guide the organization in managing identities and access in complex enterprise environments. Its features and capabilities give organizations the tools they need to reduce the risk of data breaches, ensure industry compliance, and improve operational efficiency.

Setting up an Access Request Workflow

Setting up an access request workflow in SailPoint IdentityIQ requires configuring a process for users to request access to applications or systems and defining the steps necessary to approve or reject those requests. The steps below outline the general procedure for configuring an access request workflow in SailPoint IdentityIQ:

1. Recognize the systems or applications that require access request workflows: The first step in creating an access request workflow is to identify the applications or systems that require access request workflow, and this is usually done based on the criticality of the application or system or the sensitivity of the data or information it contains.

2. Define the access request process: After identifying the applications or systems that require access request workflows, the next step is to define the access request process, which includes identifying the users who can request access, the approvers who are in charge of reviewing and approving access requests, and the steps required to approve or reject a request.

3. Configure the access request form: This is the interface through which users request access to applications or systems. The form usually contains fields for the user's name, the application or system they want to access, and the reason for the request. Can customize the access request form in SailPoint IdentityIQ to include additional fields or workflows as needed.

4. Set up approval workflows: After submitting an access request, it must be reviewed and approved by one or more approvers. These workflows may include automated approval processes or require manual intervention by one or more approvers.

5. Monitor access request progress: After the access request workflows have been set up, it is essential to observe the progress of each request to ensure that it is being processed on time. SailPoint IdentityIQ offers built-in reporting and monitoring tools to monitor each request's status and identify any obstacles or problems in the approval process.

Organizations can ensure that access to essential applications and systems is managed effectively and under regulatory requirements by establishing an access request workflow in SailPoint IdentityIQ. Furthermore, the process creates an audit trail of all access requests and approvals, which can use to demonstrate compliance and improve overall security.

Overview of Compliance and Risk Management in SailPoint

SailPoint IdentityIQ is a comprehensive identity governance solution that enables organizations to manage their compliance and risk management initiatives effectively. Some of the critical components of SailPoint's compliance and risk management features include:

1. Risk analysis: IdentityIQ by SailPoint includes tools for analyzing user access and identifying potential risks or violations. It enables organizations to identify and address problems before 

they become a compliance or security risk.

2. Policy enforcement: The SailPoint IdentityIQ policy engine allows organizations to define and enforce access policies. These policies can be based on internal or external regulations and can be tailored to specific business needs.

3. Compliance reporting: SailPoint IdentityIQ includes several built-in reporting capabilities that allow businesses to demonstrate compliance with internal and external regulations. Pre-defined reports are available to meet specific regulatory requirements, while custom reporting options are also available to suit specific business needs.

4. Access certification: SailPoint IdentityIQ includes access certification features that allow managers and supervisors to review and certify access for their direct reports and helps to ensure that access is appropriate and compliant, as well as providing an audit trail of all certification activities.

SailPoint IdentityIQ includes features for defining and enforcing role-based access control (RBAC) and allows organizations to define roles based on job functions and responsibilities, ensuring that users only have access to the applications and systems required to perform their job duties.

5. Continuous monitoring: SailPoint IdentityIQ includes features for monitoring user access in real time, such as monitoring for changes in access rights and activity. It enables organizations to detect potential security or compliance risks in real-time and take corrective action before they become a problem.

All in all, the safety and risk management features of SailPoint IdentityIQ assist organizations to ensure that their identity governance processes are effective and in compliance with internal and external regulations. Organizations can reduce the likelihood of security incidents and improve overall security posture by proactively managing compliance and risk.

Overview of SailPoint Integrations

SailPoint IdentityIQ offers a complete identity governance solution that connects with various applications and systems.SailPoint provides the following vital integrations:

1. Directory services: SailPoint IdentityIQ aims to integrate with popular directory services such as Microsoft Active Directory, LDAP, and Novell eDirectory to provide an organization-wide view of user identities.

2. HR systems: To automate identity management processes like onboarding, offboarding, and role changes, SailPoint IdentityIQ integrates with HR systems like Workday, SAP SuccessFactors, and Oracle HCM.

3. Cloud applications: To provide identity governance capabilities for cloud-based applications, SailPoint IdentityIQ integrates with popular cloud applications like Salesforce, ServiceNow, and Office 365.

4. Privileged access management: SailPoint IdentityIQ integrates with permission management (PAM) solutions such as CyberArk and Thycotic to provide a unified view of privileged accounts and manage access to sensitive systems and applications. SailPoint IdentityIQ integrates with network devices, such as firewalls and routers, and appliances, such as virtual private networks (VPNs), to manage network resource access.

5. Custom applications: SailPoint IdentityIQ offers a broad range of APIs that allow organizations to integrate custom applications and systems with SailPoint and extend sailpoint's capabilities to meet their specific business requirements.

All in all, SailPoint's integrations assist organizations in managing user identities and access across various systems and applications, resulting in a comprehensive identity governance solution that improves security and compliance posture.

Related Article: SailPoint vs CyberArk

Using SailPoint APIs for Custom Integrations

SailPoint IdentityIQ is integrated with a comprehensive set of APIs that allow organizations to integrate custom applications and systems. The APIs offer a variety of features, such as user management, role management, access management, and workflow management. Some of the critical features of SailPoint's APIs are as follows:

1. REST API: sailpoint's REST API enables the integration of custom applications with SailPoint IdentityIQ in a lightweight and flexible manner and is used to perform various operations, including creating and updating users and roles, managing access requests, and retrieving identity and access data.

2.Java API: The Java API from SailPoint provides a powerful and extensible means of interacting with SailPoint IdentityIQ. The Java API gives you access to all of IdentityIQ's features, such as user management, role management, access management, and workflow management. The Java API is built on top of IdentityIQ's core services and includes several tools for developing custom integrations.

3. Workflow API: The Workflow API from SailPoint allows organizations to customize the IdentityIQ access request and approval workflows. The Workflow API includes several features, including the ability to customize the approval steps, add custom actions, and integrate with external systems.

4. Web Services API: sailpoint's Web Services API allows custom applications to be integrated with IdentityIQ's SOAP-based web services and used to create and update users and roles, manage access requests, and retrieve identity and access data.

SailPoint's APIs provide a powerful and flexible way for organizations to integrate custom applications and systems with IdentityIQ, allowing them to extend the platform's capabilities and meet their specific business requirements.

Sailpoint Tutorial FAQs

1. Why is identity governance Important?

Identity governance describes the procedures and tools that businesses employ to control user identities and access rights.

2. What advantages come with using SailPoint?

Organizations can gain from SailPoint in a variety of ways, including better security, improved compliance, and increased productivity.

3. What fundamental elements make up sailpoint's technology?

IdentityIQ, IdentityNow, and SecurityIQ are the three main parts of SailPoint's technology.

4. Describe IdentityIQ.

SailPoint's flagship identity governance platform is called IdentityIQ. Across their entire digital ecosystem, it gives organisations a unified view of user identities and access privileges.

5. What is IdentityNow?

IdentityNow is SailPoint's cloud-based identity governance solution. It provides organizations with a scalable and flexible way to manage user identities and access privileges in the cloud.

6. What is SecurityIQ?

SecurityIQ is SailPoint's solution for managing data access and permissions. It provides organizations with a way to identify and secure sensitive data.

7. What is role-based access control?

Role-based access control is a method of managing access privileges based on a user's job function or role within an organization.

8. How does SailPoint use role-based access control?

SailPoint uses role-based access control to ensure that users have the appropriate access privileges based on their job function or role within an organization.

9. What is entitlement management?

Entitlement management refers to the process of managing access privileges to specific resources or applications.

10. How does SailPoint provide entitlement management?

SailPoint provides entitlement management through its IdentityIQ platform. It enables organizations to manage access privileges to specific resources or applications based on user roles.


Finally, SailPoint is a leading identity governance platform that provides various features and capabilities for managing and securing enterprise identities and access. SailPoint IdentityIQ d is well positioned to meet the evolving needs of organizations in the fast-changing business landscape thanks to its intuitive user interface, flexible configuration options, and comprehensive APIs.

As the importance of identity governance grows, we can expect SailPoint to play a critical role in assisting organizations in managing their identities and access securely and efficiently. We can expect more platform enhancements in the future, such as expanded integrations, enhanced automation capabilities, and more advanced analytics and reporting features.

Eventually, as the company faces new and evolving identity and access challenges, SailPoint will remain an essential solution for managing these critical functions. Companies can gain greater control, visibility, and security over their identities and access by leveraging its comprehensive features and APIs while improving their overall business operations

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Last updated: 03 Apr 2023
About Author


Madhuri is a Senior Content Creator at MindMajix. She has written about a range of different topics on various technologies, which include, Splunk, Tensorflow, Selenium, and CEH. She spends most of her time researching on technology, and startups. Connect with her via LinkedIn and Twitter .

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