Welcome to SailPoint!
Use these resources for a successful launch.
Reach key milestones in your SailPoint journey with these guidelines. Click on the options below to read about staffing requirements, sign up for training, register for the support portal and more. Take a deeper look into setting up your product by following the recommendations for SaaS or software customers.
Recommendations for all customers
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Schedule and attend your introduction and onboarding call with your Customer Onboarding Manager and/or Customer Success Manager to learn more about the SailPoint resources available to you and your team as well as more details on next steps.
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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. Read MoreExpand List
- 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.
- Business Lead: Understands the business process, has executive direction, and can make critical IAM (identity and access management) decisions.
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Ensure key project personnel have attended appropriate SailPoint training.
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Ensure all SailPoint project participants sign up for Compass accounts. Compass is SailPoint's online community portal which contains a knowledgebase, training info, documentation, etc.
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Determine which team members will need to see all tickets opened by any user in the organization. Contact support@sailpoint.com to enable elevated access.
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Review and understand SailPoint's support guide.
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Attend SailPoint user group events or the annual Navigate conference.
Recommendations for SaaS customers
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Get started with the foundational knowledge of your SaaS Software.
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Setup your Virtual Appliance. This is the first step in creating your sandbox and production environments.
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Take the Application Owner Questionnaire for a thorough review of the applications and sources of account information you need to manage in IdentityNow.
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Visit the SaaS Platform landing page to see the Reference Library for articles.
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Subscribe to Product Updates and stay up to date on all product releases into your environment.
Recommendations for Software customers
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Take a closer look at SailPoint's recommended staffing requirements for IdentityIQ customers.
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Review and understand SailPoint's IdentityIQ Hardware Sizing best practices.
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Review and understand best practices for configuring and tuning IdentityIQ and its environment for optimal performance.
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Best Practices - Deployment, Migration, and Artifact Management
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Purchase enough SailPoint Expert Services hours for project oversight/guidance.
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If you're upgrading, ensure you have read the "Important Upgrade Considerations" section of the release notes.
