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Welcome to IdentityNow!

IdentityNow was designed from the ground up to be a simple yet powerful, cost-effective IDaaS solution that provides immediate value to business and IT users. Our implementation process is designed with that in mind. Each stage of your initial Services engagement includes important milestones you'll use to prepare your environment and your team to get IdentityNow up and running quickly.

We've created this Getting Started space to walk you through essential first steps as you start your IdentityNow journey.

Beginning Your Journey

At SailPoint, we're committed to building a long-term relationship by investing in your IAM program. As a result, you will soon be introduced to a dedicated Customer Success Manager via a WebEx meeting. The Customer Success Manager is one of your most valuable resources, as they serve as your primary advocate within SailPoint. The intent of your first interaction with your Customer Success Manager is to validate your strategic goals, confirm contractual information, and finalize the project kickoff date.

Most importantly, your Engagement Manager has the professional expertise to guide you through the next steps on your journey.

Please expect an introductory meeting invitation from your Sales Executive.

 

Kickoff and Beyond

Your journey with Services will continue via the Kickoff Meeting with your assigned Engagement Manager. During this large-scale meeting, your team will review the project objectives, discuss the architecture slides including the virtual appliance, and confirm details for environment creation. Your Engagement Manager will be the main point of contact throughout the Services project.

Agenda

At this time we'll discuss:

Introductions > Project Goals > Project Overview > Logistics/Key Dates > IDN Architecture > Your Requirements > Questions

Project Plan & Timelines

Project Plans vary greatly based on the products purchased, therefore a custom project plan will be delivered to you after the Kickoff Meeting.

Next Steps

You have the option to start preparing for your Services engagement right away:

Analyze Staffing Requirements

One of the critical success factors in any SailPoint IdentityNow deployment is the early establishment of an implementation team with the appropriate skills and experience. Following are profiles of key actors needed to ensure success within the engagement.

  • Business Lead

    • Understands the business process, has executive direction, and can make critical IAM (identity and access management) decisions.
    • Time Commitment: 10-30% of the project time. Your needs may vary, based on your project readiness.

  • Technical Lead

    • Has broad experience with various technical subject matters as well as skills in the areas of infrastructure design, requirements and gap analysis, and preferably prior implementation experience.
    • Time Commitment: Typically 25-50% of the project time. Your needs may vary.

  • Project Manager

    • Aligns resources, ensures issue resolution on the client side, and acts as the primary escalation point.
    • Time Commitment: Typically 10-30% of the project time. Your needs may vary.

  • User Acceptance Testers

    • Personnel who will be testing the cloud deployment to make sure that the project implementation meets business requirements.
    • Time Commitment: Typically 50-100% of the project user acceptance testing (UAT) time period. Your needs may vary.

  • Source/Application Administrator

    • Provides subject matter expertise for connectivity to target systems.
    • Time Commitment: As needed basis. Typically 1-2 hours per source. Your needs may vary.

Activate Your IdentityNow Software

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If you can't wait for your Engagement Manager's expert navigation, you can get to work on certain components of your IdentityNow software immediately.

  • Virtual Appliance Setup
  • Application Owner Questionnaire

As a best practice, SailPoint recommends working closely with our Services personnel during the early stages of your implementation to ensure an efficient process.

 

Component Summary Next Steps
Connectivity Details:
Virtual Appliance Setup 		This is the first step in creating your sandbox and production environments. It is a key piece of infrastructure required to securely connect your cloud environment to your account sources Install your initial virtual appliance: Local Virtual Appliance Deployment with vSphere
Application Details:
Application Owner Questionnaire 		A thorough review of the applications and sources of account information you need to manage in IdentityNow. Complete the questionnaire prior to the Kickoff Meeting: Application /Source Onboarding Questionnaire

 

Training

For those who are new to identity security, a great place to start is Introduction to Identity Security with SailPoint. This on-demand course defines identity in the context of identity security and introduces the SailPoint products.

View the SailPoint training paths for step-by-step training recommendations ordered by role or by product.

Role-based Training Paths:

Product-based Training Paths:

 

Other Resources

Other resources include:

  • Reviewing documentation for administrators: SaaS Solutions
  • Encouraging your entire team to self-register for the SailPoint Community on Compass. This features a rich set of online documentation and best practices for IdentityNow, as well as regular product release updates, company news, and even discussion forums with our vibrant customer and partner community. Click Login | Compass to begin.