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How-to guides · LessonBy , SailPoint Trainer, 7 yrs · Published · IdentityIQ 8.4 · all levels

Configure a provisioning policy

Step-by-step: build a provisioning policy so accounts are created with the right attributes in SailPoint IdentityIQ.

Quick answer

Step-by-step: build a provisioning policy so accounts are created with the right attributes in SailPoint IdentityIQ.

Key takeaways
  • Add a create policy (and update policy) on the application
  • List every required target attribute
  • Source each field from attribute, rule or prompt
  • Test account creation before go-live

1. Open the application policy

On the application, add a provisioning policy for account creation (and a separate one for updates if needed).

2. Add fields

Add each attribute the target requires, for example samAccountName, email, OU, and mark which are required.

3. Source the values

For each field choose a source: an identity attribute, a field value rule, or a prompt to the requester.

4. Test provisioning

Run a test account creation and confirm every required field is populated correctly before enabling for users.

Practice challenge

+0 XPStreak ×0
Question 1 of 1
What is the goal of a provisioning policy?

Frequently asked questions

What does the term How to Configure a Provisioning Policy in SailPoint refer to in SailPoint?
On the application, add a provisioning policy for account creation (and a separate one for updates if needed).
What is the practical takeaway on How to Configure a Provisioning Policy in SailPoint?
Add each attribute the target requires, for example samAccountName, email, OU, and mark which are required.
What is worth remembering about How to Configure a Provisioning Policy in SailPoint in practice?
For each field choose a source: an identity attribute, a field value rule, or a prompt to the requester.
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