Novell IDENTITY MANAGER 3.6.1 - E-MAIL Manual

E-mail notification guide

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AUTHORIZED DOCUMENTATION
E-Mail Notification Guide
Novell
®
Identity Manager
3.6.1
June 05, 2009
www.novell.com
Identity Manager 3.6.1 E-Mail Notification Guide

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Summary of Contents for Novell IDENTITY MANAGER 3.6.1 - E-MAIL

  • Page 1 AUTHORIZED DOCUMENTATION E-Mail Notification Guide Novell ® Identity Manager 3.6.1 June 05, 2009 www.novell.com Identity Manager 3.6.1 E-Mail Notification Guide...
  • Page 2 Further, Novell, Inc. reserves the right to make changes to any and all parts of Novell software, at any time, without any obligation to notify any person or entity of such changes.
  • Page 3 Novell Trademarks For Novell trademarks, see the Novell Trademark and Service Mark list (http://www.novell.com/company/legal/ trademarks/tmlist.html). Third-Party Materials All third-party trademarks are the property of their respective owners.
  • Page 4 Identity Manager 3.6.1 E-Mail Notification Guide...
  • Page 5: Table Of Contents

    Contents About This Guide 1 Overview System E-Mail Notifications ........... . 9 Custom E-Mail Notifications .
  • Page 6 Identity Manager 3.6.1 E-Mail Notification Guide...
  • Page 7: About This Guide

    ® A trademark symbol ( , etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party trademark. When a single pathname can be written with a backslash for some platforms or a forward slash for other platforms, the pathname is presented with a backslash.
  • Page 8 Identity Manager 3.6.1 E-Mail Notification Guide...
  • Page 9: Overview

    Overview ® Novell Identity Manager includes the ability to send e-mail notifications to designated recipients whenever certain actions occur. The following sections provide the conceptual information needed to understand and complete the tasks associated with using e-mail notifications. Section 1.1, “System E-Mail Notifications,” on page 9 Section 1.2, “Custom E-Mail Notifications,”...
  • Page 10: Default Notification Collection

    1.3 Default Notification Collection The Default Notification Collection is an Identity Vault object that contains a set of e-mail notification templates and an SMTP server that is used when sending e-mails generated from the templates. The predefined e-mail notification templates are included in the Default Notification Collection. Any custom templates that you create are also added to the collection.
  • Page 11: Designating An E-Mail Server

    Designating an E-Mail Server Before you can use any of the e-mail notification templates included in the Default Notification Collection, you must associate an SMTP server with the collection. Whenever an e-mail is generated from one of the collection’s templates, the SMTP server is used to send the e-mail. Section 2.1, “Designating an E-Mail Server in Designer,”...
  • Page 12: Designating An E-Mail Server In Imanager

    From: When a user opens the e-mail, the text that you enter in the From edit box is displayed in the From field of the user’s e-mail heading. Depending on your mail server settings, the text in this field might need to match a valid sender in the system (for example, helpdesk@company.com) instead of descriptive text such as The Password Administrator.
  • Page 13 Authenticate to the server using credentials: Use this option for a secured SMTP server. If your server requires authentication before sending e-mail, specify the username and password here. Although the authentication information is specified here, you might also need to specify it separately for the application that is sending the notification e-mails.
  • Page 14 Identity Manager 3.6.1 E-Mail Notification Guide...
  • Page 15: Editing Predefined Templates

    Section 3.1.4, “Jobs,” on page 17 3.1.1 Forgotten Password The following templates are used with the Forgotten Password functionality in the User Application. For more information, see “Password Management Configuration” (http://www.novell.com/ documentation/idmrbpm361/agpro/data/b6mixux.html) in the Identity Manager Roles Based Provisioning Module 3.6.1 Administration Guide.
  • Page 16: Workflow Provisioning

    3.1.3 Workflow Provisioning The following templates are used with the Workflow Provisioning functionality in the User Application. For more information, see “Managing Provisioning Workflows” (http:// www.novell.com/documentation/idmrbpm361/agpro/data/agpromanagingprovworkflows.html) the Identity Manager Roles Based Provisioning Module 3.6.1 Administration Guide. Workflow Provisioning Templates Table 3-3...
  • Page 17: Jobs

    3.1.4 Jobs The following template is used with the Jobs functionality available for the Metadirectory engine. For more information, see “Adding a Predefined Job” in the Identity Manager 3.6 Jobs Guide. Jobs Template Table 3-4 Template Name Description Default Job Notification Report results of the job as configured in the template.
  • Page 18: Editing A Template In Imanager

    7 In the Message box, type the message you want. To format text, use the toolbar. To insert HTML tags, place your cursor in the Message box at the location where you want to insert a tag, then press Ctrl+Spacebar or type to display a list of HTML tags to <...
  • Page 19 4 In the Send As field, select whether to send the e-mail in HTML format or in text format. 5 In the Subject field, type the text that you want users to see in the e-mail’s Subject line. You can use replacement tags (tokens) in the Subject field. To insert a replacement tag, select the tag in the Replacement Tags list, click Copy Tag, place the cursor where you want to insert the tag, then press Ctrl+V.
  • Page 20 Identity Manager 3.6.1 E-Mail Notification Guide...
  • Page 21: Creating Templates

    Creating Templates You can create e-mail notification templates to support custom functionality that you implement in Identity Manager. For example, if you use the Active Directory driver to create Microsoft Exchange mailboxes in Active Directory, you can include an action in the Active Directory driver policy that sends an e-mail to the user when his or her mailbox has been created.
  • Page 22: Creating A Template In Imanager

    7 In the Message box, type the message you want. To format text, use the toolbar. To insert HTML tags, place your cursor in the Message box at the location where you want to insert a tag, then press Ctrl+Spacebar or type to display a list of HTML tags to <...
  • Page 23 4 In the Send As field, select whether to send the e-mail in HTML format or in text format. 5 In the Subject field, type the text that you want users to see in the e-mail’s Subject line. You can use replacement tags (tokens) in the Subject field. To insert a replacement tag, select the tag in the Replacement Tags list, click Copy Tag, place the cursor where you want to insert the tag, then press Ctrl+V.
  • Page 24 Identity Manager 3.6.1 E-Mail Notification Guide...
  • Page 25: Importing Templates Into Designer

    Importing Templates Into Designer In order to work on an e-mail notification template that is located in the Identity Vault but not in your Designer project, you must import the template into the Designer project. Likewise, to copy a template from one Designer project to another, you must save it from the first project and import it into the second project.
  • Page 26 3c Select the template file, then click Open to add it to the project. If a template with the same name already exists, you are prompted to overwrite it. Another way to copy the template is to deploy it from the source project into the Identity Vault and then import it into the target project (as explained in Section 5.1, “Importing a Template from the Identity Vault,”...
  • Page 27: Using Templates

    Identity Manager functionality. Refer to the following guides for information about using these templates: Forgotten Password/Hint Templates: See “Password Management Configuration” (http:// www.novell.com/documentation/idmrbpm361/agpro/data/b6mixux.html) in the Identity Manager Roles Based Provisioning Module 3.6.1 Administration Guide. Password Synchronization Templates: See “Configuring E-Mail...
  • Page 28 Identity Manager 3.6.1 E-Mail Notification Guide...
  • Page 29: A Tokens And Replacement Tags

    Tokens and Replacement Tags Tokens, or replacement tags, are variables that can be used in the message body or subject line of e- mail notification templates. Each predefined template includes default tokens. For example, the Forgot Password e-mail template (used to send a password to a user) includes the default token named $CurrentPassword$. When the e-mail is sent, the $CurrentPassword$ token is replaced with the user’s current password.
  • Page 30 Identity Manager 3.6.1 E-Mail Notification Guide...

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