3.4 Email Server Settings and Email Redirection

Key Takeaways

  • Email settings are on gear icon > Global Settings > IdentityIQ Configuration > Notification Settings.

  • The Email Notification Type can be HTTP/OAuth, SMTP/Basic, Redirect to Email, or Redirect to File.

  • HTTP/OAuth (OAuth 2.0) is recommended for Microsoft 365 because Microsoft deprecated SMTP basic authentication; Azure needs the application-level Mail.Send permission.

  • Redirect to Email sends every IdentityIQ email to one address, and Redirect to File writes the email text to a file without sending anything.

  • Task-level email alert settings override the global Email Task Alerts defaults.

Last updated: September 2026

Email Server Settings and Email Redirection

Email is how IdentityIQ reaches people. Approvers learn about work items, reviewers about certifications, managers about lifecycle events, and administrators about failed tasks. Objective 1.7 asks you to understand the configuration of email server settings. Objective 6.5 asks you to leverage email redirection for debugging. Both are on the same page, so this section covers them together.

Where the Settings Live

Go to gear icon > Global Settings > IdentityIQ Configuration > Notification Settings. The settings are stored in the SystemConfiguration object, and the email templates they reference are EmailTemplate objects (section 11.1).

The Four Email Notification Types

TypeSends real email?Typical use
HTTP / OAuthYes, through an HTTPS email service endpointMicrosoft 365 and other providers that require OAuth 2.0
SMTP / BasicYes, through an SMTP hostTraditional on-premises mail relays
Redirect to EmailYes, but only to one addressTest environments, template review, UAT
Redirect to FileNo, the text is written to a fileDebugging templates and workflows without any mail server

HTTP / OAuth

This type uses the OAuth 2.0 protocol to send mail over HTTP or HTTPS. SailPoint recommends it for Microsoft Office 365, because Microsoft has deprecated the SMTP basic method. You register IdentityIQ with the OAuth provider and supply:

  • Email Service Endpoint, Token Endpoint, and Refresh Token Endpoint
  • Scope (the default /.default scope is the least restrictive)
  • Client ID and Client Secret

For Azure, the Microsoft Graph Mail.Send permission must be granted as an Application permission. A Delegated permission is not enough.

SMTP / Basic

  • Encryption: NONE, SSL, or TLS
  • Default SMTP Host and Default SMTP Port
  • Default From Address for all automatically generated notices
  • Username and Password for the SMTP host
  • Connection Timeout and Read Timeout in milliseconds. Session properties defined on a notification template take precedence over these values.

Settings Shared by Every Type

  • Maximum Email Retries – how many times to retry after a temporary error. Set it to 0 to disable retries.
  • Suppress Duplicate Emails – sends only one email of the same type to the same recipient at one time, for example one reminder instead of five. It is used only for certification-related email and is on by default.
  • Notification Templates – which template to use for each notification type.

Email Task Alerts

On the same tab, you can email a status report after tasks finish. Choose a frequency (Disabled, Warning, Failure, or Always), a template (the out-of-the-box Task Status template is the default), and recipients. The global setting is a default, and task-level notification settings take priority. For example, if the global default sends to the Administrator but Task1 is set to notify the IT Helpdesk, Task1 notifies the Helpdesk, and tasks without their own settings notify the Administrator. A task restarted by the Reanimator service after hanging may not send its email alert.

Email Redirection for Debugging (Objective 6.5)

Redirection is the safe way to test anything that sends mail.

  • Redirect to Email uses the same fields as SMTP/Basic plus a Redirection Email Address. Every IdentityIQ email goes to that single mailbox instead of its real recipients. Use it in development and UAT so that a test certification campaign does not email thousands of real managers.
  • Redirect to File needs only a Redirection File Name and a Default From Address. IdentityIQ writes the complete email text, including recipient, subject, and body, to that file and sends nothing. The documentation specifically recommends it for testing email templates independently of the email server.

A Debugging Routine

  1. Switch the notification type to Redirect to File in a non-production environment.
  2. Import or edit the email template you are testing.
  3. Trigger the email: run the workflow, launch the certification, or use SailPoint's example "Test Email Sending" rule from the console with rule "Test Email Sending", after editing it for your template, recipient, and arguments.
  4. Open the redirect file and check the rendered subject, body, Velocity variables, and intended recipient.
  5. If the file looks right but real mail fails, the problem is the server settings: host, port, encryption, credentials, or OAuth permissions. If the file is wrong, the problem is the template or the workflow data passed to it.
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Choosing the email notification type

Exam Traps

  • Redirection is global. It affects every email from that installation, so never leave a production system on Redirect to File.
  • "Suppress Duplicate Emails" does not remove duplicate work items. It only limits certification-related emails sent at the same moment.
  • For Microsoft 365, the recommended method is HTTP/OAuth, not SMTP basic authentication.
  • Template session properties can override the global connection and read timeouts.
Test Your Knowledge

A team is testing a new certification campaign in UAT and must be sure no real managers receive email, but a tester still wants to read each message in a mailbox. Which Email Notification Type fits?

A

SMTP / Basic with Suppress Duplicate Emails enabled

B

Redirect to Email with a redirection email address for the test mailbox

C

Redirect to File with the Default From Address set to the tester

D

HTTP / OAuth with a Delegated Mail.Send permission

Test Your Knowledge

An administrator needs to debug the content of a new email template on a sandbox that has no working mail server. What should be configured?

A

SMTP / Basic with a dummy host name

B

Suppress Duplicate Emails set to off

C

Maximum Email Retries set to 0

D

Redirect to File, so the email text is written to a named file for review

Test Your Knowledge

Global Email Task Alerts are set to notify the Administrator on failure. Task A has its own notification set to the IT Helpdesk, and Task B has no task-level notification. If both fail, who is notified?

A

The Administrator for both tasks

B

The IT Helpdesk for both tasks

C

The IT Helpdesk for Task A and the Administrator for Task B

D

Nobody, because task-level and global settings conflict

Test Your Knowledge

Why does SailPoint recommend the HTTP / OAuth notification type for Microsoft Office 365?

A

It does not require an email template.

B

It is the only type that supports task alerts.

C

Microsoft has deprecated the SMTP basic authentication method, and OAuth 2.0 is the supported alternative.

D

It writes a copy of every email to the Syslog table.

Sections you finish are checked off in the contents.