Novell IDENTITY MANAGER 3.6.1 - E-MAIL User manual

Novell®

www.novell.com

novdocx (en) 13 May 2009

AUTHORIZED DOCUMENTATION

Identity Manager 3.6.1 E-Mail Notification Guide

Identity Manager

3.6.1

June 05, 2009

E-Mail Notification Guide

novdocx (en) 13 May 2009

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4Identity Manager 3.6.1 E-Mail Notification Guide

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Contents 5

Contents

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About This Guide 7

1Overview 9

1.1 System E-Mail Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1.2 Custom E-Mail Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1.3 Default Notification Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

2 Designating an E-Mail Server 11

2.1 Designating an E-Mail Server in Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

2.2 Designating an E-Mail Server in iManager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

3 Editing Predefined Templates 15

3.1 List of Predefined Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

3.1.1 Forgotten Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

3.1.2 Password Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

3.1.3 Workflow Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

3.1.4 Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

3.2 Editing a Template in Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

3.3 Editing a Template in iManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

4 Creating Templates 21

4.1 Creating a Template in Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

4.2 Creating a Template in iManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

5 Importing Templates Into Designer 25

5.1 Importing a Template from the Identity Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

5.2 Importing a Template from another Designer Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

6 Using Templates 27

A Tokens and Replacement Tags 29

6Identity Manager 3.6.1 E-Mail Notification Guide

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About This Guide 7

novdocx (en) 13 May 2009

About This Guide

This guide explains how to configure your Identity Manager system to send e-mail notifications to

administrators and users when certain events occur. The guide is organized as follows:

Chapter 1, “Overview,” on page 9

Chapter 2, “Designating an E-Mail Server,” on page 11

Chapter 3, “Editing Predefined Templates,” on page 15

Chapter 4, “Creating Templates,” on page 21

Chapter 5, “Importing Templates Into Designer,” on page 25

Chapter 6, “Using Templates,” on page 27

Appendix A, “Tokens and Replacement Tags,” on page 29

Audience

This guide is intended for Identity Manager administrators.

Documentation Updates

For the most recent version of this document, see the Identity Manager Documentation Web site

(http://www.novell.com/documentation/idm36/index.html).

Additional Documentation

For documentation on other Identity Manager drivers, see the Identity Manager Drivers Web site

(http://www.novell.com/documentation/idm36drivers/index.html).

Documentation Conventions

In Novell®documentation, a greater-than symbol (>) is used to separate actions within a step and

items in a cross-reference path.

A trademark symbol (®, TM, 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. Users of platforms that require a

forward slash, such as Linux* or UNIX*, should use forward slashes as required by your software.

8Identity Manager 3.6.1 E-Mail Notification Guide

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Overview

novdocx (en) 13 May 2009

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,” on page 9

Section 1.3, “Default Notification Collection,” on page 10

1.1 System E-Mail Notifications

Identity Manager includes functionality, such as password management, jobs, and workflow

provisioning, that can utilize e-mail messages to notify administrators or users of actions or results

that have taken place. For example, e-mail messages can be sent to:

Notify a user who has reset his or her password that the action failed.

Provide a password to a user who has used the Forgotten Password feature to request the

password.

Notify you, or another administrator, of the results of an Identity Manager job that has just run.

Inform a manager, or another approver, that a provisioning request awaits his or her approval.

In order to customize these e-mail messages to provide information specific to the action that has

taken place, Identity Manager uses a set of predefined e-mail notification templates. For example,

there is an e-mail template for when a user forgets his or her password, and another template for

when a manager needs to approve a user’s request for access to a resource.

In most cases, the system functionality (password management, jobs, and so forth) must be

configured to use e-mail notifications, and the text in the e-mail templates must be modified to fit

your environment and need. Instructions are provided in Chapter 3, “Editing Predefined Templates,”

on page 15.

1.2 Custom E-Mail Notifications

Identity Manager enables you to send e-mail notifications through actions you define in policies. 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.

Policies include two e-mail notification actions: Send Email and Send Email from Template. The

Send Email action includes the e-mail information in the action while the Send Email from Template

action references a custom e-mail notification template that you create. For information about

creating templates, see Chapter 4, “Creating Templates,” on page 21,

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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. You must define the SMTP

server that you want associated with the collection. For more information, see Chapter 2,

“Designating an E-Mail Server,” on page 11.

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