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Identity Manager On Demand - Starling Edition Hosted - Company Policies Administration Guide

Company policies in One Identity Manager Defining company policies
Creating and editing company policies Using default company policies Deleting company policies Policy groups Compliance frameworks Schedules for checking policies Company policy attestors Policy supervisors for company policies Exception approvers for policy violations Standard reasons for policy violations Mail templates for company policy notifications
Checking company policies Automatic attestation of policy violations Mitigating controls for company policies General configuration parameter for company policies

Base objects for company policy mail templates

NOTE: Use the QERPolicy or the QERPolicyHasObject base objects in company policy mail templates.

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.

Editing company policy mail templates

For more information about creating and editing mail template, see the One Identity Manager Operational Guide.

A mail template consists of general main 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.

ClosedCreating and editing mail templates
ClosedCopying mail templates
ClosedDisplaying mail previews
ClosedDeleting mail templates

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 policy checks.

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.

Default functions for creating hyperlinks

Several default functions are available to help you create hyperlinks. You can use the functions directly when you add a hyperlink in the mail body of a mail definition or in processes

Direct function input

You can reference a function when you add a hyperlink in the Address field of the Hyperlink context menu.

Syntax:

$Script(<Function>)$

Example:

$Script(VI_BuildQERPolicyLink_Show)$

Default function for policy checking

The VI_BuildComplianceLinks script contains a collection of default functions for composing hyperlinks for exception approval of policy violations.

Table 12: Functions of the VI_BuildComplianceLinks script

Function

Usage

VI_BuildQERPolicyLink_Show

Opens the exception approval page in the Web Portal.

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