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Identity Manager 8.1.4 - Operational Guide

About this guide Simulating data changes in the Manager Scheduling operations activation times Re-applying templates Exporting data with Manager Analyzing data and data changes Analyzing process monitoring in the Manager Schedules in One Identity Manager Mail templates in One Identity Manager Password policies in One Identity Manager Working with change labels Checking data consistency Compiling a One Identity Manager database Transporting custom changes Importing data with Data Import Importing and exporting individual files for the software update Command line programs

Creating a mail preview

For detailed information about editing mail templates in the Manager, refer to the administration guides for the modules.

To display a mail template preview in the Designer

  1. In the Designer, select the Mail templates category.
  2. Select the mail template and start Mail Template Editor using the Edit mail template task.
  3. Select Mail templates | Mail preview.
  4. Select the base object and click OK.

General properties of a mail template

Table 21: Mail template properties

Property

Meaning

Mail template

Name of the mail template. This name will be used to display the mail templates in the administration tools and in the Web Portal. Translate the given text using the button.

Base object

Mail template base object. A base object only needs to be entered if the mail definition properties of the base object are referenced.

Report (parameter set)

Report, made available through the mail template.

Description

Mail template description. Translate the given text using the button.

Target format

Format in which to generate email notification. Permitted values are:

  • HTML: The email notification is formatted in HTML. Text formats, for example, different fonts, colored fonts, or other text formatting, can be included in HTML format.

  • TXT: The email notification is formatted as text. Text format does not support bold, italics, or colored font, or other text formatting. Images displayed directly in the message are not supported.

Design type

Design in which to generate the email notification. Permitted values are:

  • Mail template: The generated email notification contains the mail body in accordance with the mail definition.
  • Report: The generated email notification contains the report specified under Report (parameter set) as its mail body.
  • Mail template, report in attachment: The generated email notification contains the mail body in accordance with the mail definition. The report specified under Report (parameter set) is attached to the notification as a PDF file.

Importance

Importance for the email notification. Permitted values are Low, Normal, and High.

Confidentiality

Confidentiality for the email notification. Permitted values are Normal, Personal, Private, and Confidential.

Can unsubscribe

Specifies whether the recipient can unsubscribe email notification. If this option is set, the emails can be unsubscribed through the Web Portal.

Deactivated

Specifies whether this mail template is disabled.

Mail definition

Unique name for the mail definition.

Language

Language that applies to the mail template. The recipient's language preferences are taken into account when an email notification is generated.

Subject

Subject of the email message.

Mail body

Content of the email message.

Related topics

Creating and editing an email definition

Mail texts can be defined in these different languages in a mail template. This ensures that the language of the recipient is taken into account when the email is generated.

To create a new mail definition

  1. Open the mail template in the Mail Template Editor.

  2. Click the button next to the Mail definition list.

  3. In the result list, select the language for the mail definition in the Language menu.

    All active languages are shown. To use another language, in the Designer, enable the corresponding countries. For more detailed information, see the One Identity Manager Configuration Guide.

  4. Enter the subject in Subject.

  5. Edit the mail text in the Mail definition view with the help of the Mail Text Editor.

  6. Save the changes.

To edit an existing mail definition

  1. Open the mail template in the Mail Template Editor.

  2. Select the language in Mail definition.

  3. Edit the mail subject line and the body text.

  4. Save the changes.
Related topics

Using base object properties

In the subject line and body text of a mail definition, you can use all properties of the object entered under Base object. You can also use the object properties that are referenced by foreign key relation.

To access properties use dollar notation. For more detailed information, see the One Identity Manager Configuration Guide.

Example

An IT Shop requester should receive email notification about the status of the request.

Table 22: Email notification properties

Property

Value

Base object

PersonWantsOrg

Subject

"$DisplayOrg[D]$" status change

Mail body

Dear $FK(UID_PersonOrdered).Salutation[D]$ $FK(UID_PersonOrdered).FirstName$ $FK(UID_PersonOrdered).LastName$,

The status was changed on the following request on $DateHead:Date$.

Requested by: $DisplayPersonInserted$

Requested by: $DisplayPersonInserted$

Reason: $OrderReason$

Current status of your request:

Approval: granted

Approver: $DisplayPersonHead[D]$

Reason: $ReasonHead[D]$

The generated email notification could look like the following, for example, once it has been formatted.

Related topics
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