IdentityNow Essentials

IdentityNow Essentials


(Previously known as IdentityNow Implementation and Administration: Essentials)
The IdentityNow Essentials course is designed for SailPoint customers and partners participating in an IdentityNow implementation or performing general administration of IdentityNow. This course explores the details of configuring and maintaining IdentityNow. Participants will learn about establishing tenant(s), importing data to establish identities, profiles and roles, and procedures for provisioning, performing certification campaigns and initiating automated processes.


Topics are covered through:

  • instructor-led presentations
  • class discussions
  • product demonstrations
  • detailed, hands-on exercises using a live IdentityNow tenant

IdentityNow Essentials is led by our highly experienced SailPoint team and can be delivered remotely or in person at SailPoint facilities around the globe or at your site.


3 Days


  1. Establish Tenant connectivity and security by configuring and maintaining:
    1. Virtual Appliance (VA) status
    2. User and corporate security settings
      1. Authentication methods
  2. Build an Identity foundation by establishing and maintaining:
    1. Connections to authoritative sources
    2. Identity profiles
      1. Identity attribute mappings
      2. Authentication methods
      3. Invitations
    3. User account aggregation and correlation
    4. User entitlements
    5. Procedures for review of
      1. Uncorrelated accounts
      2. Aggregation job monitoring
      3. Correlation monitoring
      4. Identity exceptions monitoring
  3. Define an Access Model by:
    1. Configuring access profiles
    2. Configuring roles
    3. Defining lifecycle states
    4. Managing entitlement metadata
  4. Configure and monitor Provisioning by:
    1. Configuring automated provisioning with the access model
    2. Configuring email templates
    3. Configuring account synchronization
    4. Monitoring provisioning activities and monitor tasks
  5. Define Access Requests by:
    1. Configuring access to applications and roles
    2. Configuring approval requirements
    3. Configuring email templates
    4. Tracking access requests (troubleshooting)
  6. Deploy Password Management for connected systems by:
    1. Configuring password policies
    2. Configuring a source for password management
    3. Describing the password change process
    4. Configuring email templates
    5. Describing Password Interception (PWI)
    6. Monitoring password changes (troubleshooting)
  7. Use Search to:
    1. Construct search queries
    2. Monitor data quality
    3. Troubleshoot system processes
    4. Govern access data
    5. View audit reports
  8. Define, execute, and oversee a Certification Campaign by:
    1. Defining certifications with filters and search queries
    2. Configuring certification campaigns
    3. Administering reassignments
    4. Overseeing certification campaigns
    5. Certifying access
    6. Configuring email templates
  9. Define and apply Policies by:
    1. Determining the proper policy type to deploy
    2. Defining Separation of Duty policies
    3. Creating General policies using search
    4. Assigning subscribers to policy violations
    5. Configuring email templates
    6. Describing preventive policy usage

Note: This content is also available in a 3-part elearning format: IdentityNow Essentials 1, IdentityNow Essentials 2, and IdentityNow Essentials 3


Individuals designated to configure or maintain IdentityNow comprise the target audience for this course. Individuals should possess a functional understanding of IdentityNow as evidenced by their successful completion of the IdentityNow: Introduction course.


Required: IdentityNow Introduction course

Setup Requirements

Participants in this training should prepare for the event using the following list.

  • Provide a headset with a microphone
  • Ensure your device’s browser and operating systems meet the minimum requirements
  • Confirm that you can access the training domains which may be used for IdentityNow tenants
    • https://*
    • https://*
  • Local admin rights on provided computer may be necessary
  • Download RESOURCES from the MATERIALS list in your Identity University course enrollment

Additional Notes

Remote courses are delivered with remote technologies and require that each student have a computer with high-quality internet access. A headset that includes a microphone is highly recommended.

Content is available one week prior to course start date.

Access to student environments is available for one week following the course end date. Access must be coordinated with your instructor to ensure your tenant remains functional.

Upcoming Classes

Jan 24 - 26
9:00 AM - 5:00 PM
Central Standard Time
Online - Online - USA Central Time Zone
$ 2500.00 USD
Mar 1 - 3
9:00 AM - 5:00 PM
Central Standard Time
Online - Online - USA Central Time Zone
$ 2500.00 USD
Apr 6 - 8
9:00 AM - 5:00 PM
Central Daylight Time
Online - Online - USA Central Time Zone
$ 2500.00 USD
Feb 7 - 9
7:00 AM - 3:00 PM
Singapore Time
Online - Online - Singapore Time Zone
$ 2500.00 USD
Feb 7 - 10
9:00 AM - 3:00 PM
Eastern Standard Time
Online - Online - USA Eastern Time Zone
$ 2500.00 USD


Excellent class. I liked the way theory and exercise are planned. Training flow is excellent. One of the best training experience I have had.

- Americas Customer

The trainers were exceptional, I wasn't sure what to expect going in as I had almost no experience using IdentityNow prior to this. Despite that I came out feeling confident and excited to start utilizing this tool at my company. Every part of the course was well thought out and they delivered the information and answered questions masterfully.

- Americas Customer

I was really impressed with trainer's inclusiveness to all students and really delivering expected knowledge on the course designed for starters.

- Americas Partner

Training at SailPoint University was fantastic and well organized. Will definitely be coming back for all of my SailPoint training needs!

- Americas Customer

Onsite Training

For a private class at your location

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Public Training

Online - USA Central Time Zone

Online - Singapore Time Zone

Online - USA Eastern Time Zone

Confirmed Sign up now if there is still space available!

Classes marked with Full are full and no additional registrations are accepted. If you cannot find another class that suits your schedule, feel free to put yourself on the waitlist, and you will receive a daily email update on whether any seats have opened up.

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What Our Clients Are Saying

Excellent class. I liked the way theory and exercise are planned. Training flow is excellent. One of the best training experience I have had.

- Americas Customer

The trainer was patient and an understanding instructor, handling questions well or investigating answers and reporting back.

- Americas Customer

We had an excellent instructor. She was very patient and attentive.

- Americas Customer

You can do hands-on training, organize the vast contents well and deliver essential contents.

- APAC Customer

IdentityNow Essentials Ratings

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