Capabilities
Gather PrivX credentials
Configuring the connector requires you to pass in credentials generated in PrivX. Gather these credentials before you move on.Set up a PrivX role
First, create a PrivX role that will be used to grant permissions to the API client you’ll use to integrate with C1.1
In PrivX, navigate to Administration > Roles and click Add Role.
2
Create a new role (or locate an existing role) with the following permissions:
- roles-view
- users-view
- role-target-resources-view
3
Make a note of the name of the role.
Create a PrivX API client
1
Still in PrivX, navigate to Administration > Deployment and click Integrate with PrivX Using API Clients.
2
Click Add API Client.
3
Give the new client a name and assign it the role you just created or identified.
4
Click Save.
5
Scroll down to the Credentials section of the page. Carefully copy and save the OAuth Client ID and Client Secret, and the API Client ID and Client Secret.
Configure the PrivX connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by C1.Done. Your PrivX connector is now pulling access data into C1.
1
In C1, navigate to Apps > Connectors and click Add connector.
2
Search for PrivX and click Add.
3
Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.
4
Set the connector’s Name and, optionally, a Description.
5
Click the pencil icon next to Owners to choose who can configure and manage this connector.
6
Click Add. The connector is created and its configuration page opens.
7
Find the Settings area of the page and click Edit.
8
Select your preferred authentication method, OAuth or Client secret:
- For OAuth, enter your PrivX base URL and paste in the OAuth credentials.
- For Client secret, enter your PrivX base URL and paste in the API client credentials.
9
Click Save.
10
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.