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E-Mail Notification Guide
Identity Manager
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AUTHORIZED DOCUMENTATION
3.6.1
June 05, 2009
Identity Manager 3.6.1 E-Mail Notification Guide
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4 Identity Manager 3.6.1 E-Mail Notification Guide
Contents
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
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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
Contents 5
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6 Identity Manager 3.6.1 E-Mail Notification Guide
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
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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
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About This Guide 7
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8 Identity Manager 3.6.1 E-Mail Notification Guide
1
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:
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1
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,
Overview
9
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