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Identity Manager 9.2 - Attestation Administration Guide

Attestation and recertification
One Identity Manager users for attestation Attestation base data Attestation types Attestation procedure Attestation schedules Compliance frameworks Chief approval team Attestation policy owners Standard reasons for attestation Attestation policies Sample attestation Grouping attestation policies Custom mail templates for notifications Suspending attestation Automatic attestation of policy violations
Approval processes for attestation cases
Approval policies for attestations Approval workflow for attestations Selecting attestors Setting up multi-factor authentication for attestation Prevent attestation by identity awaiting attestation Automatic acceptance of attestation approvals Phases of attestation Attestation by peer group analysis Approval recommendations for attestations Managing attestation cases
Attestation sequence Default attestations Mitigating controls Setting up attestation in a separate database Configuration parameters for attestation

General properties of a mail template

The following general properties are displayed for a mail template:

Table 14: 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 AttestationCase or AttestationHelper base object for notifications about attestation.

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

Selects the mail definition in a specific language.

NOTE: If the Common | MailNotification | DefaultCulture configuration parameter is set, the mail definition is loaded in the default language for email notifications when the template is opened.

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.

Creating and editing a mail 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. In the Manager, select the Attestation > Basic configuration data > Mail templates category.

    This shows all the mail templates that can be used for attestation cases in the result list.

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

  2. 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 information, see the One Identity Manager Configuration Guide.

  3. Enter the subject in Subject.

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

  5. Save the changes.

To edit an existing mail definition

  1. In the Manager, select the Attestation > Basic configuration data > Mail templates category.

    This shows all the mail templates that can be used for attestation cases in the result list.

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

  2. In the Mail definition menu, select the language for the mail definition.

    NOTE: If the Common | MailNotification | DefaultCulture configuration parameter is set, the mail definition is loaded in the default language for email notifications when the template is opened.

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

  4. Save the changes.

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 information, see the One Identity Manager Configuration Guide.

Example:

An attestor should receive email notification of new attestations.

Table 15: Email notification properties

Property

Value

Base object

AttestationHelper

Subject

New attestations

Mail body

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

There are new attestations pending for the attestation policy "$FK(UID_AttestationCase).UID_AttestationPolicy[D]$".

Created: $FK(UID_AttestationCase).PolicyProcessed:Date$

You can display this request in the "One Identity Manager Self Service Portal".

Best regards

Use of hyperlinks in the Web Portal

You can add hyperlinks to the Web Portal in the mail text of a mail definition. If the recipient clicks on the hyperlink in the email, the Web Portal opens on that web page and further actions can be carried out. In the default version, this method is implemented in attestations.

Prerequisites for using this method

  • The QER | WebPortal | BaseURL configuration parameter is enabled and contains the URL to the API Server. You edit the configuration parameter in the Designer.

    http://<server name>/<application>

    with:

    <server name> = name of server

    <application> = path to the API Server installation directory

To add a hyperlink to the Web Portal in the mail text

  1. Click the position in the mail text of the mail definition where you want to insert a hyperlink.

  2. Open the Hyperlink context menu and enter the following information.

    • Display text: Enter a caption for the hyperlink.

    • Link to: Select the File or website option.

    • Address: Enter the address of the page in the Web Portal that you want to open.

      NOTE: One Identity Manager provides a number of default functions that you can use to create hyperlinks in the Web Portal.

  3. To accept the input, click OK.
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