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Identity Manager 8.1.5 - Report Subscriptions Administration Guide

Displaying report subscriptions

Every user sets up their personalized report subscriptions through the Web Portal. For more detailed information, see the One Identity Manager Web Portal User Guide.

IMPORTANT: Do not remove any assignments. Assignment of schedules for report subscriptions is compulsory and carried out by through the Web Portal.

To display report subscriptions assigned to a schedule

  1. In the Manager, select the Report Subscriptions | Basic configuration data | Schedules category.

  2. Select the schedule in the result list.

  3. Select the Assign report subscriptions task.

Notification mail templates

Table 3: Configuration parameters for mail templates
Configuration parameter Meaning

QER | RPS | MailTemplateIdents

Mail template names are defined under this configuration parameter which are used in association with report subscriptions.

Mail templates are used to send reports subscribed in the Web Portal, to the subscribers. The reports are attached to the notification generated from the mail template. The mail text in a mail template is defined in several languages. This ensures that the language of the recipient is taken into account when the email is generated. The report parameters are determined dynamically when the email is generated, replacing the values stored with the subscription.

There are some mail templates available in the default installation that can be used for sending report. Mail templates are entered in the configuration parameters.

To use custom templates

  • In the Designer, enter the mail template into configuration parameter.

Table 4: Default templates

Mail template

Description

Usage in Configuration Parameter

Report subscription - delivery

Email to report subscribers. The report is sent as attachment. The report that is sent as a UID_DialogParameterSet parameter is determined dynamically when the process is generated.

QER | RPS | MailTemplateIdents | InformSubscriber

Report subscription - delivery to cc

Email to report subscribers (cc). The report is sent as attachment. The report that is sent as a UID_DialogParameterSet parameter is determined dynamically when the process is generated.

QER | RPS | MailTemplateIdents | InformCC

Report subscription - stored on server

Informs the subscriber that the report is stored on a server.

QER | RPS | MailTemplateIdents | StoredOnServer

Report subscription - stored on server for cc

Informs the subscriber (cc) that the report is stored on a server.

QER | RPS | MailTemplateIdents | StoredOnServerForCC

Related topics

Creating custom mail templates for notifications

A mail template consists of general master data such as target format, importance, or mail notification confidentiality, and one or more mail definitions. Mail text is defined in several languages in the mail template. This ensures that the language of the recipient is taken into account when the email is generated.

In One Identity Manager, there is a Mail Template Editor to simplify writing notifications. You can use the Mail Template Editor to create and edit mail texts in WYSIWYG mode.

To edit mail templates

  1. In the Manager, select the Report Subscriptions | Basic configuration data | Mail templates category.

    Mail templates that can be used for subscribable reports are displayed in the result list.

  1. Select a mail template in the result list and run the Change master data task.

    - OR -

    Click in the result list.

    This opens the mail template editor.

  2. Edit the mail template.

  3. Save the changes.

To copy a mail template

  1. In the Manager, select the Report Subscriptions | Basic configuration data | Mail templates category.

    Mail templates that can be used for subscribable reports are displayed in the result list.

  1. Select the mail template that you want to copy in the result list and run the Change master data task.

  2. Select the Copy mail template task.

  3. Enter the name of the new mail template in the Name of copy field.

  4. Click OK.

To display a mail template preview

  1. In the Manager, select the Report Subscriptions | Basic configuration data | Mail templates category.

    Mail templates that can be used for subscribable reports are displayed in the result list.

  1. Select a mail template in the result list and run the Change master data task.

  2. Select the Preview task.

  3. Select the base object.

  4. Click OK.

To delete a mail template

  1. In the Manager, select the Report Subscriptions | Basic configuration data | Mail templates category.

    Mail templates that can be used for subscribable reports are displayed in the result list.

  1. Select the template in the result list.
  2. Click in the result list.
  3. Confirm the security prompt with Yes.
Detailed information about this topic

General properties of a mail template

The following general properties are displayed for a mail template.

Table 5: 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.

Use the RPSSubscription or RPSSubscriptionCC base object for notifications about reports.

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.

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