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.
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.
To create and edit mail templates
In the Manager, select the Company Policies > Basic configuration data > Mail templates category.
This shows all the mail templates that can be used for policy checks in the result list.
Select a mail template in the result list and run the Change main data task.
- OR -
Click 
This opens the mail template editor.
Edit the mail template.
To copy a mail template
In the Manager, select the Company Policies > Basic configuration data > Mail templates category.
This shows all the mail templates that can be used for policy checks in the result list.
Select the mail template that you want to copy in the result list and run the Change main data task.
Select the Copy mail template task.
Enter the name of the new mail template in the Name of copy field.
To display a mail template preview
In the Manager, select the Company Policies > Basic configuration data > Mail templates category.
This shows all the mail templates that can be used for policy checks in the result list.
Select a mail template in the result list and run the Change main data task.
Select the Preview task.
Select the base object.
To delete a mail template
In the Manager, select the Company Policies > Basic configuration data > Mail templates category.
This shows all the mail templates that can be used for policy checks in the result list.
Select the template in the result list.
Click 
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.
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
Click the position in the mail text of the mail definition where you want to insert a hyperlink.
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.
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
You can reference a function when you add a hyperlink in the Address field of the Hyperlink context menu.
Syntax:
$Script(<Function>)$
$Script(VI_BuildQERPolicyLink_Show)$
The VI_BuildComplianceLinks script contains a collection of default functions for composing hyperlinks for exception approval of policy violations.
|
Function |
Usage |
|---|---|
|
VI_BuildQERPolicyLink_Show |
Opens the exception approval page in the Web Portal. |
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Creating and editing mail templates