---
title: Configure provisioning
description: To configure a connection for outbound provisioning to Egnyte, follow the instructions in this section. Outbound provisioning details are managed within an SP connection and may be added to an existing SP connection.
component: egnyte
page_id: egnyte:setup:pf_egnyte_connector_configure_provisioning
canonical_url: https://docs.pingidentity.com/integrations/egnyte/setup/pf_egnyte_connector_configure_provisioning.html
revdate: June 10, 2024
section_ids:
  about-this-task: About this task
  steps: Steps
---

# Configure provisioning

## About this task

To configure a connection for outbound provisioning to Egnyte, follow the instructions in this section. Outbound provisioning details are managed within an SP connection and may be added to an existing SP connection.

## Steps

1. In the PingFederate administrator console, configure the data store that PingFederate will use as the source of user data. For instructions, see [Datastores](https://docs.pingidentity.com/pingfederate/latest/administrators_reference_guide/help_managedatasourcestasklet_managedatasourcesstate.html) in the PingFederate documentation.

   * When targeting users and groups for provisioning, exclude the user account that you will use to administer users in your connection to Egnyte. This prevents the PingFederate provisioning engine from interfering with the account that provisions users and groups.

2. Create a new SP connection or select an existing SP connection from the **SP Configuration** menu.

3. On the **Connection Template** screen, select **Use a template for this connection** and choose **Egnyte** from the **Connection Template** drop-down list. When asked during the connection configuration steps, import the `egnyte-saml-metadata.xml` you prepared earlier in [Obtain Egnyte SAML 2.0 metadata](pf_egnyte_connector_obtain_egnyte_saml_20_metadata.html).

   ![An image of the Connection Template screen.](_images/ium1563995291929.png)

   |   |                                                                                                 |
   | - | ----------------------------------------------------------------------------------------------- |
   |   | If this selection is not available, verify the connector installation and restart PingFederate. |

4. On the **Connection Type** screen, ensure the **Outbound Provisioning** check box is selected, and the **Browser SSO Profiles** check box is cleared (if appropriate).

5. On the **General Info** screen, the default values are taken from the metadata file you selected in step 2.

   ![Image of the General Info screen.](_images/npb1563995293321.png)

6. Follow the connection wizard to configure the connection.

7. On the **Outbound Provisioning** screen, click **Configure Provisioning**.

8. On the **Target** screen, enter the values for each field as required by the Egnyte Connector.

   ![Image of the Target screen.](_images/swp1563995294589.png)

   **Target screen options**

   | Field Name               | Description                                                                                                                                                                                      |
   | ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
   | **OAuth\_Access\_Token** | The OAuth access token for the Egnyte account. For more information, see [Obtain access token](pf_egnyte_connector_obtain_access_token.html).                                                    |
   | **Subdomain**            | The subdomain portion of the URL used to access your organization's Egnyte. For example, if the URL used to access Egnyte is https\://*myCompany*.egnyte.com/ then the subdomain is *myCompany*. |

9. Click **Next** to continue the provisioning configuration. For more information, see the following sections under [Outbound provisioning for IdPs](https://docs.pingidentity.com/pingfederate/latest/introduction_to_pingfederate/pf_outboun_provis_for_idp.html) in the PingFederate documentation:

   * [Managing channels](https://docs.pingidentity.com/pingfederate/latest/administrators_reference_guide/help_saasmanagementtasklet_saasmanagementstate.html)

   * [Specifying channel information](https://docs.pingidentity.com/pingfederate/latest/administrators_reference_guide/help_saaschanneltasklet_saasgeneralinfostate.html)

   * [Identifying the source datastore](https://docs.pingidentity.com/pingfederate/latest/administrators_reference_guide/help_saaschanneltasklet_saassourceselectionstate.html)

   * [Modifying source settings](https://docs.pingidentity.com/pingfederate/latest/administrators_reference_guide/help_saaschanneltasklet_saassourcesettingsstate.html)

   * [Specifying a source location](https://docs.pingidentity.com/pingfederate/latest/administrators_reference_guide/help_saaschanneltasklet_saassourcelocationstate.html)

   * [Mapping attributes](https://docs.pingidentity.com/pingfederate/latest/administrators_reference_guide/help_saaschanneltasklet_saasattrmappingmgmtstate.html)

   * [Reviewing channel settings](https://docs.pingidentity.com/pingfederate/latest/administrators_reference_guide/help_saaschanneltasklet_saasactivationstate.html)

     |   |                                                                                                                 |
     | - | --------------------------------------------------------------------------------------------------------------- |
     |   | Credentials will be verified when the channel and SP connection is set to Active and provisioning is initiated. |

     |   |                                                                                                                                                                                                                                                          |
     | - | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
     |   | If you are not ready to complete the provisioning configuration, you can click **Save** and return to the configuration page later. To return to the configuration page, select the connection from **Identity Provider > SP Connections > Manage All**. |