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Copyright © 2021 SailPoint Technologies – All Rights Reserved – VERSION 8.2b IDENTITYIQ ESSENTIALS SailPoint IdentityIQ Version 8.2 www.sailpoint.com
Section 1 - Copyright © 2021 SailPoint Technologies – All Rights Reserved – VERSION 8.2b 2 Copyright and Trademark Notices. Copyright © 2021 SailPoint Technologies, Inc. All Rights Reserved. All logos, text, content, including underlying HTML code, designs, and graphics used and/or depicted on these written materials are protected under United States and international copyright and trademark laws and treaties, and may not be used or reproduced without the prior express written permission of SailPoint Technologies, Inc. “SailPoint,” “SailPoint & Design,” “SailPoint Technologies & Design,” “AccessIQ,” “Identity Cube,” “Identity IQ,” “IdentityAI,” “IdentityNow,” “Managing the Business of Identity,” and “SecurityIQ” are registered trademarks of SailPoint Technologies, Inc. “Identity is Everything,” “The Power of Identity,” and “SailPoint Predictive Identity” are trademarks of SailPoint Technologies, Inc. None of the foregoing marks may be used without the prior express written permission of SailPoint Technologies, Inc. All other trademarks shown herein are owned by the respective companies or persons indicated. SailPoint Technologies, Inc. makes no warranty of any kind with regard to these materials or the information included therein, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. SailPoint Technologies shall not be liable for errors contained herein or direct, indirect, special, incidental or consequential damages in connection with the furnishing, performance, or use of these materials. Patents Notice. https://www.sailpoint.com/patents Restricted Rights Legend. All rights are reserved. No part of this document may be published, distributed, reproduced, publicly displayed, used to create derivative works, or translated to another language, without the prior written consent of SailPoint Technologies. The information contained in this document is subject to change without notice. Use, duplication or disclosure by the U.S. Government is subject to restrictions as set forth in subparagraph (c) (1) (ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013 for DOD agencies, and subparagraphs (c)(1) and (c)(2) of the Commercial Computer Software Restricted Rights clause at FAR 52.227-19 for other agencies. Regulatory/Export Compliance. The export and re-export of this software is controlled for export purposes by the U.S. Government. By accepting this software and/or documentation, licensee agrees to comply with all U.S. and foreign export laws and regulations as they relate to software and related documentation. Licensee will not export or re-export outside the United States software or documentation, whether directly or indirectly, to any Prohibited Party and will not cause, approve or otherwise intentionally facilitate others in so doing. A Prohibited Party includes: a party in a U.S. embargoed country or country the United States has named as a supporter of international terrorism; a party involved in proliferation; a party identified by the U.S. Government as a Denied Party; a party named on the U.S. Department of Commerce’s Entity List in Supplement No. 4 to 15 C.F.R. § 744; a party prohibited from participation in export or re-export transactions by a U.S. Government General Order; a party listed by the U.S. Government’s Office of Foreign Assets Control as ineligible to participate in transactions subject to U.S. jurisdiction; or any party that licensee knows or has reason to know has violated or plans to violate U.S. or foreign export laws or regulations. Licensee shall ensure that each of its software users complies with U.S. and foreign export laws and regulations as they relate to software and related documentation.
Section 1 - Copyright © 2021 SailPoint Technologies – All Rights Reserved – VERSION 8.2b 3 Table of Contents Course Overview....................................................................................................................................................... 5 Exercise #1: Configure IdentityIQ..................................................................................................................... 9 Confirm and Explore Installation of IdentityIQ...................................................................................................... 9 Configure Email Redirection and Default From Address.................................................................................12 Configure Work Item Archiving..................................................................................................................................13 Configure IdentityIQ Object Expiration...................................................................................................................14 Review IdentityIQ Auditing Options.........................................................................................................................15 Exercise #2: Create Identity Cubes ................................................................................................................ 18 Define Employee Application ......................................................................................................................................19 Configure the HR Employee Application with Rapid Setup ............................................................................23 Set Default IdentityIQ Password for Employees..................................................................................................24 Define the Contractor Application.............................................................................................................................25 Configure the HR Contractor Application with Rapid Setup ..........................................................................28 Aggregate Employee and Contractor Data.............................................................................................................29 Confirm Aggregations were Successful ...................................................................................................................30 Review Account Attributes...........................................................................................................................................31 Exercise #3: Populate Identity Cubes ........................................................................................................... 34 Configure Standard Identity Attributes...................................................................................................................34 Define Extended Identity Attributes.........................................................................................................................38 Define Identity and Manager Correlation Logic...................................................................................................40 Refresh Identity Cubes ...................................................................................................................................................42 Configure the UI to Display New Identity Attributes.........................................................................................43 Investigate your Data......................................................................................................................................................46 Exercise #4: Organize Identities ..................................................................................................................... 48 Create Populations ...........................................................................................................................................................48 Use Group Factories to Generate Groups................................................................................................................52 Update Workgroups ........................................................................................................................................................54 Configure Rapid Setup Error Notifications ............................................................................................................57 Run Report to View Identities’ Capabilities...........................................................................................................57 View an Identity's Capabilities on their Identity Cube......................................................................................58 Retire the spadmin Account.........................................................................................................................................58 Exercise #5: Define LDAP Application ......................................................................................................... 61 Define LDAP Application ...............................................................................................................................................61 Configure LDAP Application.........................................................................................................................................64 Preview LDAP Account and Group Data .................................................................................................................65 Use connectorDebug to Review LDAP Application Account Data ................................................................67 Use connectorDebug to Confirm LDAP Application Group Data...................................................................68 Update Source for Identity Attribute Email...........................................................................................................69 Load LDAP Accounts and Groups...............................................................................................................................70
Section 1 - Copyright © 2021 SailPoint Technologies – All Rights Reserved – VERSION 8.2b 4 View Aggregation Results .............................................................................................................................................72 Refresh Identity Cubes ...................................................................................................................................................74 Exercise #6: Enable Pass-Through Authentication ................................................................................ 75 Enable Pass-Through Authentication to LDAP.....................................................................................................75 Configure Forgot-Password Password-Reset.......................................................................................................77

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