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Identity Manager 8.0 - Attestation Administration Guide

Attestation and Recertification
One Identity Manager Users for Attestation Attestation Base Data Attestation Policies Creating Custom Mail Templates for Notifications
Approval Processes for Attestation Cases
Approval Policies Approval Workflows Selecting Attestors Setting up Multi-Factor Authentication for Attestation Prevent Attestation by Employee Awaiting Attestation Managing Attestation Cases
Attestation Sequence Default Attestation and Withdrawal of Entitlements User Attestation and Recertification Mitigating Controls Configuration Parameters for Attestation

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 Mail Template Editor.
  2. Click the button next to the Mail definition list.
  3. Select the language culture you want the mail definition to apply to from the Language culture menu.

    All active language cultures are shown in the list.To use other languages, enable the corresponding countries in the Designer. For more information, see theOne Identity Manager Configuration Guide.

  4. Enter the subject in the Subject field.
  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 Mail Template Editor.
  2. Select the language in the Mail definition list.
  3. Edit the mail subject line and the body text.
  4. Save the changes.

Using Base Object Properties

Using Base Object Properties

You can use all the properties of the object entered under Base object in the subject line and in the mail body. 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 14: 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 see this request in the "One Identity Manager Self Service Portal".

Best regards

Use of Hyperlinks in the Web Portal

Use of Hyperlinks in the Web Portal

Table 15: Configuration Parameters for the Web Portal URL
Configuration parameter Active Meaning
QER\WebPortal\BaseURL Web Portal URL This address is used in mail templates to add hyperlinks to the Web Portal.

You can insert hyperlinks to the Web Portal in the mail body. If the recipient clicks on the hyperlink in the email, the Web Portal is opened on that web page and further actions can be carried out. In the default version, this method is implemented in attestation.

Prerequisites for using this method

  • The configuration parameter "QER\WebPortal\BaseURL" is set and contains the Web Portal URL.

    http://<Server>/<App>

    with:

    <Server> = Server name

    <App> = Web Portal installation directory path

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

  1. Click in the mail body at the point where you want to add the hyperlink.
  2. Open the context menu and select Hyper Link....
  3. Enter the hyperlink in Display text.
  4. Set the option File or website.
  5. Enter the address of the page to be opened in the Web Portal in Address.

    Use the default functions.

  6. To accept the input, click OK.

Default Functions for Creating Hyperlinks

Several default functions are available to help you create hyperlinks. You can use these functions to directly insert a hyperlink in a mail body or into processes.

Direct Function Input

A function is referenced in the Address field when a hyperlink is inserted:

$Script(<Function>)$

Example:

$Script(VI_BuildAttestationLink_Approve)$

Default Functions for Requests

The script VI_BuildAttestationLinks contains a collection of default functions for composing hyperlinks to directly grant or deny approval of requests from email notifications.

Table 16: Functions of the Script "VI_BuildAttestationLinks"
Function Usage

VI_BuildAttestationLink_Show

Opens the attestation page in the Web Portal.

VI_BuildAttestationLink_Approve

Approves an attestation and opens the attestation page in the Web Portal.

VI_BuildAttestationLink_Deny

Denies an attestation and opens the attestation page in the Web Portal.

VI_BuildAttestationLink_AnswerQuestion

Opens the page for answering a question in the Web Portal.

VI_BuildAttestationLink_Pending

Opens the page with pending attestations in the Web Portal.

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