Are you new to Sailpoint?
Here are some recommendations to help you succeed.
Recommendations for all customers
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Adherence to SailPoint's recommended staffing requirements.
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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.
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Attend touchpoint meetings with your SailPoint Professional Services representative and/or your Customer Success Manager. These are scheduled by your CSM and/or PS Engagement Manager.
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Schedule a project sign off meeting with your Partner and/or SailPoint services to review the status of all deliverables.
Recommendations 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.
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 IdentityNow Admin Help 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.
