delivered for clients · names withheldmigration Identity and access

SailPoint IdentityIQ to Identity Security Cloud

Cohash moves IdentityIQ estates to SailPoint Identity Security Cloud, the SaaS platform formerly called IdentityNow. We inventory every rule, workflow and connector, decide what ISC covers natively and what needs transforms, workflows or a SaaS connector, and run both platforms side by side until certifications and provisioning match. Audit history is exported and kept before IdentityIQ is switched off.

  1. 01Inventory and fit
  2. 02Identity model and sources
  3. 03Access model
  4. 04Parallel run
  5. 05Cut-over and decommission
case-study / sailpoint-identityiq-to-identity-security-cloud delivered
beforeSailPoint IdentityIQ (self-hosted) afterSailPoint Identity Security Cloud
01 · SOURCES 02 · SAAS GOVERNANCE 03 · TARGETS HR system: Workday HR system Workday Active Directory: accounts · groups Active Directory accounts · groups Identity Security Cloud: SaaS · formerly IdentityNow Identity SecurityCloud SaaS · formerlyIdentityNow Transforms and workflows: versioned config files Transforms andworkflows versioned config files Certifications: manager + owner reviews Certifications manager + ownerreviews Entra ID: groups · app roles Entra ID groups · app roles Salesforce: permission sets Salesforce permission sets ServiceNow: SaaS connector ServiceNow SaaS connector
case file

The story

Told without the client's name or anything that could identify them.

what happened

A manufacturer's identity team spent more time patching IdentityIQ and its application servers than onboarding applications, and the IdentityIQ 9.0 estimate came back larger than expected because every custom rule and plugin would be touched. That made it the moment to price a move to Identity Security Cloud. We exported every rule, workflow, plugin and connector first and gave each one a decision: native in ISC, a transform or workflow, a SaaS connector, or retire. Both platforms ran side by side until identities, access and a pilot certification matched, provisioning moved application by application, and IdentityIQ was shut down with its audit history archived.

why it was urgent

Whatever happens, IdentityIQ 9.0 means touching every custom rule and plugin, because the product moves to Jakarta EE. Plenty of teams take that as the moment to ask whether to spend the effort on a 9.0 upgrade or on moving to SaaS.

problem statement
  • openHundreds of BeanShell rules that only one contractor still understands.
  • recurringInfrastructure and app-server patching eat the time that should go to onboarding applications.
  • blockedThe 9.0 upgrade estimate came back bigger than expected, and somebody asked about SaaS.
  • openCertification campaigns depend on custom workflows that nobody wants to rebuild twice.
architecture

The estate, before and after

before
before

Before: self-hosted IdentityIQ carried by custom rules

IdentityIQ ran on servers the team patched itself, with BeanShell rules and workflows holding logic only one contractor understood. Some targets still got access through manual tickets.

Before: self-hosted IdentityIQ carried by custom rules IdentityIQ ran on servers the team patched itself, with BeanShell rules and workflows holding logic only one contractor understood. Some targets still got access through manual tickets. 01 · SOURCES 02 · SELF-HOSTED GOVERNANCE 03 · TARGETS joiner · mover · leaver aggregation custom logic runs on provision provision manual tickets WO HR system Workday Active Directory accounts · groups SP IdentityIQ self-hosted · patchedin house BeanShell rules andworkflows custom logic · onemaintainer App server and database patching · upgrades Ex Entra ID groups · app roles Sf Salesforce permission sets SE ServiceNow manual fulfilmenttickets
Read the diagram as text
  1. HR system → IdentityIQ: joiner · mover · leaver
  2. Active Directory → IdentityIQ: aggregation
  3. BeanShell rules and workflows → IdentityIQ: custom logic
  4. IdentityIQ → App server and database: runs on
  5. IdentityIQ → Entra ID: provision
  6. IdentityIQ → Salesforce: provision
  7. IdentityIQ → ServiceNow: manual tickets
after
after

After: governance in SailPoint Identity Security Cloud

Same sources, same targets, now served by Identity Security Cloud as SaaS. The custom logic moved into versioned transforms and workflows, and certifications run in the tenant.

After: governance in SailPoint Identity Security Cloud Same sources, same targets, now served by Identity Security Cloud as SaaS. The custom logic moved into versioned transforms and workflows, and certifications run in the tenant. 01 · SOURCES 02 · SAAS GOVERNANCE 03 · TARGETS joiner · mover · leaver aggregation deployed config campaigns provision provision provision WO HR system Workday Active Directory accounts · groups SP Identity SecurityCloud SaaS · formerlyIdentityNow Transforms and workflows versioned config files Certifications manager + owner reviews Ex Entra ID groups · app roles Sf Salesforce permission sets SE ServiceNow SaaS connector
Read the diagram as text
  1. HR system → Identity Security Cloud: joiner · mover · leaver
  2. Active Directory → Identity Security Cloud: aggregation
  3. Transforms and workflows → Identity Security Cloud: deployed config
  4. Identity Security Cloud → Certifications: campaigns
  5. Identity Security Cloud → Entra ID: provision
  6. Identity Security Cloud → Salesforce: provision
  7. Identity Security Cloud → ServiceNow: provision
results

What the client got

What changed for the client once the work was done. Described, not scored: we don't publish client figures.

  1. result 01

    No IdentityIQ servers left to patch

    Once the last application moved, the IdentityIQ servers, application server and database went dark. Nobody on the team patches them any more.

  2. result 02

    Every customization has a recorded decision

    The inventory gives each rule, workflow and plugin one outcome: native in ISC, rebuilt as a transform or workflow, replaced by a SaaS connector, or retired.

  3. result 03

    Access matched before provisioning switched

    Before an application cut over, we compared identity counts, attributes and a pilot certification in both platforms and chased down every difference.

  4. result 04

    Tenant configuration lives in version control

    We export ISC configuration as versioned files. A change to an identity profile, transform or workflow gets reviewed like code.

  5. result 05

    Audit history outlived IdentityIQ

    We exported the certification and provisioning history with decisions, reviewers and dates, in a format the audit team can still read.

what can go wrong

Risks we plan for

  1. Custom logic with no native equivalent

    Some rules exist because of one HR quirk or one target system. They need a decision before migration starts, or they become a late surprise.

  2. Connector gaps

    Check every target, because some IdentityIQ connectors have no ISC equivalent or one with fewer features. Gaps get a SaaS connector, a delimited file or a web-services build.

  3. Losing audit history

    Auditors may ask about decisions made years ago. So certification and provisioning history is exported in a format someone can still open.

ai in this move

Where AI helps, and where it needs guardrails

ISC adds AI-driven access recommendations and role discovery, and SailPoint's Agentic Fabric covers AI agents as identities. We use the migration to put owners and scopes on the service accounts and agents that IdentityIQ never tracked, and we can expose read-only identity queries to internal assistants through an MCP server with tightly scoped tokens.

forward deployed engineers →
you keep

What you're left with

We write these for your setup, and they're working documents. Your team should be able to keep things running from them long after we've gone.

  • inventory01

    Customization inventory with a decision per rule, workflow and plugin

    yours to keep
  • document02

    ISC tenant configuration as exported, versioned files

    yours to keep
  • report03

    Parallel-run comparison report per source and target application

    yours to keep
  • runbook04

    Cut-over runbook with a rollback point per application

    yours to keep
  • evidence05

    Archived IdentityIQ audit and certification history

    yours to keep
field notes

Learn the background

Terms from this page in plain English. If you want the why, the field note behind it is right there.

01Entitlement
A specific permission or access right a person holds in a system, such as the ability to post journal entries in a finance app.in context →
02Connector
The integration between an identity platform and an app. It's how the platform reads and changes accounts and access in that app.in context →
Every entitlement translated into business terms Auto-certified by policy unchanged and peer-aligned Ranked exceptions SoD conflicts first Revoke and verify proof logged with the decision
field note · 5 min · 3-question check The access review nobody dreads the ideaAuto-certify the boring access so reviewers only see ranked, explained risks. read the note
talent and delivery · sailpoint identity security cloud

Certified engineers, wherever you need them.

Some clients want a project team, some want a couple of engineers on theirs. Either works. Onsite, nearshore or offshore, with handovers across time zones that keep things moving.

Onsite

Engineers at your sites in the US

Nearshore

Overlapping hours with US teams

Offshore

Overnight progress on your backlog

All time zones

Coverage handed over across time zones

24-hour coverage · US Central time
OnsiteUS business hours
Nearshoreoverlapping US hours
Offshoreovernight progress
Combinedhandover, not hand-off
01Should we upgrade to IdentityIQ 9.0 or move to Identity Security Cloud?

It depends how much of your value sits in custom code and whether you must run on-premises. Lots of customization and strict hosting rules favor the 9.0 upgrade. A smaller rule set and a team that's tired of patching servers favor ISC. We count the custom objects and give you both estimates.

02Can both platforms run at the same time?

For a while, yes, on purpose. Both run aggregation and certifications, provisioning moves application by application, and nobody loses access along the way.

03What happens to old certifications?

They come out with every decision, reviewer and date, and land somewhere your audit team can still open them once IdentityIQ is gone.

sources 3 sources linked last checked 2026-10-20 content fingerprint 067d7ec7
  1. 01SailPoint: Identity Security Cloudsailpoint.com ↗
  2. 02SailPoint Community: Adapting to Jakarta EE (IdentityIQ 9.0)community.sailpoint.com ↗
  3. 03SailPoint blog: IdentityIQ 9.0 (6 Oct 2026)sailpoint.com ↗
Reviewed by the Cohash team Product names are trademarks of their owners. how we handle facts and data →
next step

Planning this move?

A 30-minute working session with a senior engineer. No slides.

useful to bring
  • The platform and the version you're on
  • Where you need to get to, and by when
  • What's custom: rules, plugins, integrations
  • Any audit finding or deadline driving it